Past Event

Financial & Retirement Planning for Support Staff Ages 40+

September 3, 2021
10:00 AM - 12:00 PM
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We would like to invite you to a 2021 Financial Planning & Retirement Workshop, conducted by an independent certified financial planner. Workshops are designed to help Support Staff age 40 and over make decisions about their personal financial goals and retirement planning. The following topics will be covered:

  • Health benefits during retirement and introduction to retirement planning
  • Retirement income sources and investments
  • Estate planning, distribution of assets and federal gift and estate taxes

Attendance is voluntary. To attend this workshop, you must obtain your manager’s approval before registering. Please be aware that you are required to return to work in a timely manner at the conclusion of the workshop. You will not be eligible for additional compensation while you are attending this workshop. 

These workshops will be Zoom webinars. Information, including link, will be emailed to registered participants before the scheduled date.

If you register for this workshop and need to cancel, please do so as soon as possible. For all workshop-related questions, contact the Benefits Service Center by phone: 212-851-7000, or email: [email protected].