On-Site Financial Planning Sessions
Please bring your retirement account login username, password, and cell phone to your session.
Kelli Send
December 5, 2024
December 11, 2024
Tim Shirk
December 18, 2024
January 15, 2025
Kelli Send
December 3, 2024
Kelli Send
December 4, 2024
Kelli Send
December 2, 2024
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.