Because you are a Valued Plan Participant,
Deferred Compensation would like to invite you to attend a
Free Financial Wellness Webinar or Seminar
July 2024
Monday
Tuesday
Wednesday
Thursday
Friday
1
NYCE IRA 10:00am
Distribution Planning 5:15pm
2
Social Security & Medicare 11:00am
Diversified Investing 3:00pm
3
Retirement Planning 12:30pm
SEMINAR*
4
HOLIDAY – JULY 4
TH
5
Retirement Planning 11:00am
Estate Planning 3:00pm
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8 85
Tax Planning 10:00am
College Planning 2:00pm
9
Estate Planning 11:00am
Money and Credit 3:00pm
10
I Recently Retired 12:30pm
SEMINAR*
11
Eldercare 10:00am
Diversified Investing 5:15pm
12
Social Security & Medicare 11:00am
NYCE IRA 3:00pm
15
I Recently Retired 10:00am
Women & Financial Security 2:00pm
16
Tax Planning 11:00am
Retirement Planning 5:15pm
17
Diversified Investing 12:30pm
SEMINAR*
18
Estate Planning 10:00am
Distribution Planning 2:00pm
19
Money and Credit 11:00am
Health Benefits Program 3:00pm
22
Estate Planning 10:00am
Diversified Investing 2:00pm
23
Health Benefits Program 11:00am
Social Security & Medicare 3:00pm
24
Women & Financial Security 12:30pm
SEMINAR*
25
Retirement Planning 10:00am
NYCE IRA 5:15pm
26
Distribution Planning 11:00am
College Planning 3:00pm
29
Retirement Planning 10:00am
Social Security & Medicare 5:15pm
29
Eldercare 10:00am
Distribution Planning 2:00pm
31
NYCE IRA 12:30pm
SEMINAR*
Webinars: The New York City Deferred Compensation Plan is pleased to offer webinars to Plan participants and employees. Register online at nyc.gov/deferredcomp.
You will receive a reminder email when the event date gets closer. Attend the webinar using your computer or any mobile device.
*Seminars: To attend an onsite in-person seminar at 22 Cortlandt Street, 17
th
floor, you must register online. You will be required to provide ID when checking in at the
lobby security desk. A mask or facial covering is not required but recommended.
All events are one-hour in length and FREE to attend. Register online at nyc.gov/deferredcomp, then select the "Financial Wellness" tab.
Please see the next page for event descriptions.
Each of the topics below is discussed in relation to the Deferred Compensation Plan (DCP)
Basics of Diversified Investing
Learn about types of investments, the benefits of diversification and how to avoid common investing traps.
College Planning
Learn about the various college savings vehicles: grants, scholarships, loans and the financial aid process.
Distribution Planning
Learn how to manage the risks retirees face and how to develop an action plan. The Plan’s distribution options will be highlighted.
Eldercare
Learn about the emotional and practical considerations essential for developing a care plan for you or an elderly relative.
Estate Planning
Learn about the different forms of property ownership, and how assets are transferred to ensure that they reach your intended beneficiaries.
Money & Credit
Learn how to make a budget and manage your debt; understand your credit report and credit score.
NYC Health Benefits Program
for Active Employees
Understand the current health plan choices offered for active NYC employees as well as other tax favored benefits.
NYCE IRA
Learn about the New York City Employee (NYCE) Individual Retirement Account. The NYCE IRA includes both a Traditional IRA and a Roth
IRA for the exclusive benefit of current and former NYC employees and their spouses. Understand how the NYCE IRA can be used for
consolidation, estate planning, rollovers, and conversions.
Retirement Planning
Understand the importance of planning for a successful retirement. Learn how DCP can supplement other sources of retirement income.
Social Security and Medicare
Learn about the various Social Security programs, and the hierarchy of health insurance benefits for City employees.
Tax Planning
Understand the tax benefits of DCP/NYCE IRA, Flexible Spending Programs which can reduce your current and future income taxes; Tax
planning and life events will be highlighted.
Women & Financial Security
The Women and Financial Security webinar provides a place where women can come together and learn to effectively manage their financial
needs as they juggle their various roles as mother, wage earner and caregiver.
I Recently Retired, what do
I do now?
Learn how to identify and manage the various financial and personal issues retirees face.
Seminar location: 22 Cortlandt Street 17
th
Floor, New York, NY 10007
(Between Broadway and Church Street)
Fulton Street
Cortlandt Street
WTC Cortlandt
World Trade Center
