In-person Sessions (Mason)

On-Site Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.

CDC (Remote)

Click here to schedule a virtual session.

Customer Care (Remote)

Click here to schedule a virtual session.

FDC (In-Person)

Eric Hencley
Tuesday, September 9, 2025


Kelli Send
Thursday, September 18, 2025
Friday, September 19, 2025

MFC (In-Person)

Eric Hencley
Wednesday, September 10, 2025

Office & Customer Care (In-Person)

Eric Hencley
Tuesday, September 16, 2025

Kelli Send
Friday, September 12, 2025

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.