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)

Online registration is now closed; please sign-up onsite.

Kelli Send
Click here to schedule an in-person session.

MFC (In-Person)

Online registration is now closed; please sign-up onsite.

Eric Hencley
Click here to schedule an in-person session.

Office & Customer Care (In-Person)

Online registration is now closed; please sign-up onsite.

Eric Hencley
Click here to schedule an in-person session.

Kelli Send
Click here to schedule an in-person session.

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.