Certified Financial Planning Services Available for Members and Retirees

December 2022

An image of a woman wearing headphones and eyeglasses, staring at a laptop computer screen is on the left. On the right is text which reads certified financial planning webinars and consultations.

VRS members have access to Certified Financial Planning services provided through MissionSquare Retirement, the third-party record keeper for VRS Defined Contribution Plans.

CFP professionals offer guidance and support to help members and retirees feel confident about their financial security and find a path forward for:

Reducing debt.
Budgeting.
Protecting their loved ones.
Optimizing Social Security benefits.
Planning their estates.

Members and retirees may sign up for no-cost webinars and one-on-one 30-minute consultations with CFP professionals at varetire.org/make-a-plan. Spouses and loved ones are welcome to be a part of the conversation.

A financial plan is an available option based on a member’s individual needs. Depending on the complexity of the financial plan and a member’s defined contribution account balance, a fee may be required. CFP professionals do not sell products or services nor do they provide investment advice.

These financial planning services are in addition to customer support provided by DC Plans Specialists. Members and retirees with defined contribution plan accounts should continue to contact DC Plans Specialists for plan-specific questions.