On-Site Financial Planning Sessions
Please bring your retirement account login username, password, and cell phone to your session.
Kelli Send
May 21, 2024
May 23, 2024
June 20, 2024
Tim Shirk
June 6, 2024
Kelli Send
June 13, 2024
Kelli Send
July 11, 2024
Kelli Send
June 4, 2024
Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with one of the Francis Financial Planners year-round. Click here to view our financial planners and their available virtual sessions.