In-person Sessions (Primex)

On-Site Financial Planning Sessions

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

Tim Shirk
Thursday, April 11, 2024 (Training 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.