Group Retirement Consultations
A small-group educational session designed to help FDNY members better understand the key financial decisions involved in preparing for and transitioning into retirement.
Group Retirement Consulting Sessions
A Small-Group Retirement Planning Session for FDNY Members
Approaching retirement brings important decisions about your pension, retirement benefits, taxes, and investments. Our Group Retirement Consultation is designed to help you better understand these decisions and prepare for the transition into retirement.
This small-group, educational session provides an opportunity to learn from Brave Eagle Wealth Management's team, review the key components of your retirement plan, and ask general questions in a focused setting.
Group Retirement Consultation: $200 per attendee
Limited seating available.
What We'll Cover
During the Group Retirement Consultation, our team will walk through the key areas of retirement planning, including:
Pension & Retirement Benefits
Understanding your pension estimate report
Pension options and considerations
VSF and DROP
Important decisions to consider before retirement
Tax Considerations
Tax considerations in retirement
Retirement income and distributions
Tax-efficient retirement strategies
Retirement Accounts & Investments
Deferred Compensation
Union annuity and accrual funds
Final withdrawals
Rollover rules and considerations
How your retirement accounts fit alongside your pension
Questions and Next Steps
General questions throughout the session
Discussion of common retirement planning considerations
Upcoming Group Retirement Consultations
October 14, 2026
November 18, 2026
Time: 1:00 - 2:30 PM
Sessions are held monthly, generally on the third Wednesday of the month.
Space is limited due to the small-group format.
Location: Brave Eagle Wealth Management — Board Room
48 Wall Street, Suite 1100, New York, NY 10005
How to Register
Because seating is limited, registration is handled directly through our office rather than through an online scheduling calendar.
Step 1 — Contact Emily
If you're interested in attending an upcoming Group Retirement Consultation, contact Emily Dimino at emily@braveeaglewealthmanagement.com or (212) 918-4760.
Step 2 — Complete the Registration Form
After contacting our office, Emily will send you a short registration form by email to collect the information needed to confirm your registration.
Each attendee may bring their spouse. Due to limited seating, spouses must be identified during registration.
Step 3 — Receive Your Confirmation
Once your registration has been reviewed and your place is confirmed, you'll receive the details for the upcoming session.
Step 4 — Attend the Consultation
Payment of $200 is due on the day of the consultation.
We accept check or credit card. Cash is not accepted.
What to Bring
Please have the following documents available during the consultation so you can follow along with the discussion and reference your own retirement information, numbers, and statements as we review each topic.
1. Pension Estimate Report
Example FDNY pension estimate. The Service pension estimate report is generated by the “pension portal” on a job computer.
Note: if you are retiring from FDNY with a 3/4 pension you will need the pension estimate report for 3/4s. The pension estimate for 3/4s is only generated by NYC Fire Pension Fund personnel. Retiring 3/4s members do not have the ability to generate a 3/4 pension estimate report on their own.
2. NYC Deferred Compensation Plan statement
3. Union Annuity Fund statement (known as an Accrual Fund for UFA members)
These documents are for your personal reference during the Group Retirement Consultation and do not need to be submitted to Brave Eagle in advance.
Important Information
Group Format
The Group Retirement Consultation is designed to provide general retirement education and guidance in a small-group setting. Attendees will have the opportunity to follow along using their own retirement documents and ask general questions throughout the session. Because the session is shared with other attendees, highly individualized circumstances are not addressed during the group consultation.
Divorce / QDRO Matters
The Group Retirement Consultation does not address individual divorce or QDRO-related matters. These situations may require a separate consultation.
Interested in Attending?
Interested in attending an upcoming Group Retirement Consultation?
Contact Emily Dimino to learn more or request a registration form.