Financial Wellness

Upcoming Webinars

Financial Wellness: All Things Insurance

It's crucial to protect what you have. Will you be able to pay your bills if you're temporarily (or permanently) disabled? How can you save on home and auto insurance and still be adequately protected? Learn about these issues and more in this enlightening talk.
Date/Time: Wednesday, May 12, 2021 from 1 p.m. to 2 p.m. EST 

Financial Wellness: Retirement and Estate Planning

Participants will learn strategies for creating a successful retirement and estate plan. The information will help you to assess your current financial situation, set retirement goals and provide helpful resources for investment.
Date/Time: Wednesday, June 9, 2021 from 1 p.m. to 2 p.m. EST 

Financial Wellness: The Importance of Having a Will

This webinar will help participants understand the basic principles and important components of a will, in addition to alternative options.
Date/Time: Wednesday, July 14, 2021 from 1 p.m. to 2 p.m. EST 

Note: Webinars are available to CBP employees and their family members and can be accessed on any computer or mobile device.  If you cannot attend the live webinars, you can still register to receive an on-demand recording to watch at your leisure.

The CBP Employee Assistance Program (EAP) offers a no cost 30 minute telephonic financial consultation with a Certified Financial Planner or other financial experts. These professionals can assist with many commonly encountered financial matters.

Examples of matters for which consultation is offered include:

• Budgeting
• Credit Repair
• Debt Consolidation
• Identity Theft Prevention/Repair
• Investment Options
• Money Management
• Retirement Planning
• Setting Financial Goals

Contact EAP at 1-800-755-7002 for professional and confidential assistance with your financial matters.

Employees and their families have access to the EAP’s extensive 24 hours a day, 7 days a week online library of financial education resources. EAP offers over 100 interactive calculators for analyzing your budget, taxes, loans, retirement, savings goals and more. Additional types of resources include: articles, FAQs, downloadable PDFs and webinars on a large variety of topics.

Topics include:

• Automobiles
• Banking & Credit
• Budgeting
• College & Financial Aid
• Debt & Bankruptcy
• Estate Planning
• Going Green
• Homeownership
• Identity Theft
• Insurance
• Investing
• Retirement Planning
• Saving
• Taxes

Visit the EAP website. Password: cbpeap