Financial Planning & Services


American Express Financial Education and Planning Services, a division of American Express Retirement Services, provides a comprehensive financial education program which greatly enriches our benefits package.

The Program brings integrated solutions to members, by collectively educating and guiding them to make better informed financial decisions. The program can also be tailored to meet special member needs.


Some Program elements include:

  • A two hour “classroom seminar” conducted weekly at the Education and Training Center at our main Headquarters in Hempstead, N.Y. Numerous topics are presented by trained personnel and enhanced with supplementary workbooks.
  • Online education and financial planning tools.
  • Communication Materials and comprehensive workbooks.
  • Unlimited toll-free telephone consultations with American Express licensed consultants.
  • One face-to-face complimentary consultation at no cost, and no obligation.

You will receive detailed information on how to obtain these benefits in your membership welcome packet.

 

Interested in finding out more? Please call us at 866-976-TOTAL or click here to request additional information.