It is your responsibility to obtain pre-approval to attend these webinars. Your supervisor will not receive a confirmation email of your registration. Please forward your confirmation to your supervisor.

Register for these one-time events

Managing Market Volatility

12:00 p.m. - 1:00 p.m. MST

Learn about the risks that come with investing, ways to manage those risks and how to identify the kind of investor you are to help guide your investment choices.

Register now by selecting your preferred date.

Police Retirement Meeting PLEA/PPSLA

10:00 a.m. - 12:00 p.m. MST

Learn about the benefits of your deferred compensation Plans and next steps as you approach retirement. Topics include unused vacation time and sick leave, deferrals, leaving a plan, accessing your account after retirement, diversification, health care expenses, Social Security, financial planning services, and more.

Register now by selecting your preferred date.

Back to Basics 1: Understanding 457b and 401(a)

12:00 - 1:00 p.m. MST

Learn more about the benefits of your City of Phoenix Deferred Compensation plans, your potential retirement savings options, advantages of the plans, and what you need to know about the plans and your money when you retire.

Register now by selecting your preferred date.

Retirement Master Class (1-2 years from retirement - Active employees only)

8:00 a.m. - 4:00 p.m. MST

Learn important information about your pension benefits, your health and dental insurance options, making the best use of your 457 and 401(a) plans, and what to know before filing for Social Security.

Register now by selecting your preferred date.

Back to Basics 1: Understanding PEHP Plan

12:00 - 1:00 p.m. MST

If you are receiving, or have received, contributions from your City of Phoenix employer for qualified medical expenses in a Post Employment Health Plan, attend this webinar to understand the Plan, how valuable the Plan is, and how you can use the Plan to cover medical expenses after leaving employment.

Register now by selecting your preferred date.

Meeting the Challenges of Aging

The importance of making estate plans and naming beneficiaries, key estate planning documents like Powers of Attorney, considerations for aging in place, qualifying for a long-term care claim, and connecting with the next generation.

11:30 a.m. - 1:00 p.m. MST
August 20, 2025
Register

Health Care: Plan for costs in retirement

11:30 a.m. - 12:30 p.m. MST

As health care costs continue to outpace the rate of inflation, it’s important to understand what you can do now to prepare for the cost of care in retirement. Learn about this important income challenge and how to create a plan.

Register now by selecting your preferred date.

Women in Retirement

11:30 a.m. - 1:00 p.m. MST

Deeper insights into the unique challenges women face related to Social Security, as well as health care and long-term care as they prepare for and live in retirement. Explore the changing landscape women face and learn what’s needed to help make the best choices for women and their families.

Register now by selecting your preferred date.

Managing Taxes on Retirement Income

11:30 a.m. - 1:00 p.m. MST

Insights into how taxes can impact your retirement plan. Learn how to take a thoughtful approach towards tax efficiency and income planning, information about tax flexibility and bracket placement, along with combinations of income and sequencing strategies.

Register now by selecting your preferred date.

Leaving Your Legacy

11:30 a.m. – 12:30 p.m. MST

Your legacy is about much more than money however planning how assets will be passed along is important. Join us for a presentation about what to consider as you plan, such as, conducting an inventory of assets, protecting a surviving spouse, designating other beneficiaries, maximizing the tax efficiency of your estate, and helping your heirs avoid income tax shock.

Register now by selecting your preferred date.

Retirement Master Class (3-5 years from retirement - Active employees only)

The importance of making estate plans and naming beneficiaries, key estate planning documents like Powers of Attorney, considerations for aging in place, qualifying for a long-term care claim, and connecting with the next generation.

8:00 a.m. - 4:00 p.m. MST
September 24, 2025
Register

New Catch-up Rules for 2026

3:00 - 4:00 p.m. MST

Learn about the significant changes to the IRS catch-up contribution rules set to take effect in 2026 under SECURE 2.0 Act.

Register now by selecting your preferred date.

Social Security Workshop

Filing for Social Security is one of the most important and complex decisions you will make in your lifetime. There are many factors you must take into consideration and only one chance to get it right. Learn how your Social Security filing decision factors into your broader retirement plan; what you need to know about Social Security; and how to make your Social Security decisions count for you and your family.

11:30 a.m. - 1:00 p.m. MST
December 2, 2025
Register

Watch webinars on-demand

English
Budget, credit, debt and saving basics that add up to a good today — and a better tomorrow. Protect your online identity, from banking to retirement. Why knowing yourself is the first step to being a smart investor. The key knowledge, terms and tips you need today — and tomorrow. Strategies to help weather major market swings. How to use smart money management to help protect the things and people you love. Three things every woman needs to know about creating her retirement plan. Simple ways to save for the retirement future you imagine. Facts and tips to build a smart strategy. Identify different investment styles and their potential risks. Learn retirement fact from fiction. Access important information about health care in retirement. Using health savings accounts to your advantage. Take steps to master your money and help protect your future.
En Español
Crear hábitos saludables que pueden impulsar tu bienestar financiero. Principios básicos que necesitas conocer para comenzar a invertir, incluidos conceptos clave y cómo manejar el riesgo. El conocimiento clave, términos y consejos que necesitas hoy y mañana. Estrategias para ayudar a protegerse de altibajos significativos del mercado. Cómo comenzar a ahorrar para la jubilación que deseas. Un elemento clave de tu bienestar financiero. Identifica y administra riesgos de inversión para alcanzar tus objetivos financieros. Cómo separar la realidad de la ficción para ayudarte a planificar tu jubilación. Cómo planificar y pagar por las necesidades de cuidado de la salud. Cómo ahorrar, e invertir, para la atención médica en la jubilación.
Woman wearing a backpack on a hike.

Benefits of enrolling in your plan

Your journey to financial freedom starts here. Learn how easy it is to start taking advantage of the benefits available to help you reach your retirement goals.