12:00 pm – 12:30 pm

Check-in & Vendor Tables

Reception Area &
Room 9019

12:30 pm – Session I

Market Volatility
Description: Learn how to manage your retirement accounts through market uncertainty. Even if you’re investing for the long term, short-term market volatility can be difficult to stomach. Whether you have a 457(b) plan, 401(k) plan, 403(b) plan, or an IRA, it’s important to keep emotions in check during market volatility. Selling out of the market when it drops could mean missing out on an opportunity for growth when the market rebounds.  Learn how market volatility can have positive effects on your retirement account over time.

Rooms 9016-9017

15-Minute One-on-One Conversations with Certified Financial Planners (CFP)
Please note: Signing up is required on the day of the event.

Rooms 9014-9015

1:20 pm – Session II

Retirement Fundamentals
Description: Go beyond just dollars and cents. Retirement isn’t just an end—it’s a beginning. A well-rounded plan helps ensure that this next chapter is not only secure but deeply satisfying. This workshop provides the essential principles and strategies that help individuals prepare mentally, emotionally, and financially for life after full-time work.

Rooms 9016-9017 

1:20 pm – Session II

Ready, Set, Retire! (For Employees 0-5 Years from Retirement)
Description: Creating a financially secure retirement requires planning, and if your retirement timeframe is near, the planning should be detailed. This session will explore the many important retirement planning details you don’t want to overlook.

Room 9026 

2:05 pm – Wellness Break

Chair Yoga Break
Description: Take a seat, take a breath, and let the stress melt away as you hit a mid-day reset button! This chair yoga session helps you relax, unwind tight muscles, and learn easy desk-friendly stretches you can sneak in between emails. No yoga pants required, just your chair and a willingness to loosen up.

Room 9025

2:45 pm – Session III

Estate Planning 
Description: An effective estate plan can help ensure your family’s financial needs will be taken care of and that your personal wishes will be carried out in the event of your death. We will cover general estate planning concepts and strategies.

Rooms 9016-9017

4:00 pm – 5:00 pm

Mocktail Social Hour
After the workshop, join us for a relaxing social hour at 4 pm at the DCHR Reception.
Connect with fellow attendees, share insights, and enjoy refreshing mocktails.

CLD Main Breakroom & Kitchen

Here's what to expect:

Expert Guidance
Get face-to-face advice with experts from Mission Square on financial concepts you are interested in.

Resource Connections
Talk to resource providers offering support and services tailored to your needs.

Practical Strategies
Learn effective strategies and tips to help you master your money, from budgeting and saving to investing and planning for the future.

Why Attend?

• Gain confidence in managing your finances

• Get direct access to Certified Financial Planners

• Discover new ways to achieve your financial goals

• Network with like-minded individuals

• Receive free financial resources and materials