Webinars
Register for these one-time events
Managing Market Volatility
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.
Back to Basics 2: Understanding PEHP Plan
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.
Retirement Master Class (1-2 years from retirement - Active employees only)
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.
Women in Retirement
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.
Health Care: Plan for costs in retirement
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.
Social Security Workshop
Managing Taxes on Retirement Income
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.
Leaving Your Legacy
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.
New Catch-up Rules for 2026
Learn about the significant changes to the IRS catch-up contribution rules set to take effect in 2026 under SECURE 2.0 Act.