In-person Sessions (Greenheck)

On-Site Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.
NOTICE: Manager/HR approval and sign-off is required prior to making your reservation to attend session on work time.

Bushnell

Liz Aidoo (Hablo español)
Click here to schedule an onsite session.

Location: BUSGRD Upstairs Conference

Kings Mountain

Eric Hencley
Click here to schedule an onsite session.

Location: KVS Conference

Marion

Eric Hencley
Click here to schedule an onsite session.

Location: MARATU Large Conference

Jose Perez está disponible para traducir durante su sesión. Si desea solicitar sus servicios de traducción, escriba “Jose Perez” en la sección “Comentarios” cuando se registre.

Minneapolis

Jamie Rybak
Click here to schedule an onsite session.

Location: MN Lower Level Conference Room

Mosinee

Eric Hencley
Click here to schedule an onsite session.

Location: Upstairs Conference Room: 11202

Schofield Facility 2

Eric Hencley
Click here to schedule an onsite session.

Location: Rm 2205 Axial War Room

Schofield Facility 10

Eric Hencley
Click here to schedule an onsite session.

Location: NDC Conference Room Fac 10 – Room 10102

Shelby

Eric Hencley
Click here to schedule an onsite session.

Location: TAP Upstairs Conference

Tulsa

Peter Castro
Click here to schedule an onsite session.
Location: 1947 Conference Room

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.

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