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)

Customer Care (Remote)

FDC (In-Person)

MFC (In-Person)

Online registration is now closed; sign-up onsite.
Eric Hencley
Monday, February 17, 2025

Office & Customer Care (In-Person)

Eric Hencley
Tuesday, February 18, 2025

Kelli Send
Tuesday, February 18, 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.