FINANCIAL PLANNING CENTER


The Financial Planning Center

The Financial Planning Center was established to provide expanded educational seminars for City of York employees.

 

In addition to the importance of the Deferred Compensation Plan for supplementing retirement pension income, it was determined that City employees could benefit from learning about other topics that would positively impact their financial well-being. 


Seminars

Today, the Financial Planning Center currently offers 13 seminars, presented by Certified Financial Planner™ professionals at its on-site location at 22 Cortlandt Street.  The Financial Planning Center also coordinates seminars to be given at various City agency work-site locations.

 

Register to Attend a Seminar 


Individual Consultations

The CFPs® of the Financial Planning Center, also provide individual consultations to Deferred Compensation Plan account owners.  A personalized Financial Needs Assessment is provided to the participant at the completion of this 1 ½ hour personalized session. 

 

Learn More About Our Individual Consultation Service


Featured Seminars