EXCLUSIVE MEMBER BENEFIT
Financial Planning Program
For more than 80 years, WAEPA’s mission has been to promote the health, welfare, and financial well-being of our members.
WAEPA’s financial planning program empowers you to take greater control of your finances by providing you with access to:
- Dedicated, credentialed and objective financial planners who work with you one-on-one to provide guidance and support on all your financial matters
- A secure, 24/7 website and mobile app that provides resources and tools to help you take your next best step
- Live monthly webinars you can attend online to learn about a variety of financial planning topics
- EY financial planners do not sell any financial products, which means you can count on unbiased confidential guidance at no cost.
Program Benefits
EY Financial Planners
Unlimited access to financial planners that will help you create a personalized action plan in your member portal.
Additional Resources
Blogs specifically dedicated to topics regarding financial wellness.
Live Webinars
Live webinars that provide tips and tools you can use for your personal finances.
Meet Your EY Planner
EY is a recognized leader in helping both current and former Civilian Federal Employees manage day-to-day finances and building a comprehensive retirement plan.
Connect with an EY planner to:
- Assess your finances and prioritize goals
- Review your retirement savings goals and investment plan
- Address credit card or student loan debt
- Get the most of your WAEPA benefits
- Stay on track with your planning
- And much more
Get Started Today
As a WAEPA member, you can now access this benefit by logging into the member portal. Start accessing your WAEPA Resources today! If you’d like to speak with an EY Financial Planner, please call (844) 685-3676.