Upcoming Events
LIVE Seminars
Topic: Federal Employee’s Retirement
Tuesday, October 7th, 6:30 – 8:00 pm EST
Maximize Your Federal Retirement Benefits
Join us for a complimentary workshop and learn:
- How to estimate your CSRS or FERS retirement benefits
- What to expect with your health and life insurance (FEGLI) after retirement
- Smart tax strategies to help stretch your retirement income
- Ways to reduce Medicare expenses
- How to organize your savings so your money lasts as long as you do
- The top retirement planning mistakes federal employees should avoid
Carnegie Hotel
1216 W State of Franklin Rd
Johnson City, TN 37604
Topic: Military & Federal Retirement Strategies Luncheon
Thursday, October 9th, 11:30 am – 1:00 pm EST
Unlock the Full Value of Your Military & Federal Benefits
Join Us for an Educational Workshop and Discover:
- How to calculate your CSRS or FERS retirement benefits
- What happens to your health and life insurance (FEGLI) in retirement
- Strategies to reduce taxes and create income that lasts a lifetime
- Tips to lower your Medicare costs
- How to structure your retirement savings to help ensure you never run out of money
- The most common mistakes federal employees make when planning for retirement
The Club at Andrews:
Banquet Room: Regency A
1889 Arnold Ave
Andrews Air Force Base, MD 20762
Topic: Federal Employee’s Retirement
Thursday, October 16th, 6:00 – 7:30 pm EST
University of Maine at Augusta – Jewett Hall #180
46 University Drive
Augusta, ME, 04330
Topic: Federal Employee’s Retirement
Saturday, October 18th, 9:00* – 12:00 pm EST
*complimentary light breakfast from 8:30 – 9am
Embassy Suites by Hilton Boston-Waltham – Hastings Room
550 Winter St.
Waltham, MA 02451
Topic: Federal Employee’s Retirement
Wednesday, October 22nd, 6:00 – 7:30 pm EST
Dorothy Hart Community Center
408 Canal St.
Fredericksburg, VA 22401
Topic: Federal Employee’s Retirement
Wednesday, October 23rd, 6:00 – 7:30 pm EST
Richmond Public Library Main Branch – Annex
101 E. Franklin St.
Richmond, VA 23219
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Interested in having us host an event for your team? Let us know HERE.
Virtual Webinars
Topic: Estate Planning Made Easy for Federal Employees
Wednesday, October 8th at 12pm and 6pm EST
Protecting your assets and making sure your wishes are carried out doesn’t have to be complicated. This session is designed for federal employees and their families, showing you how to create a simple and affordable estate plan that keeps your benefits, savings, and legacy secure.
You’ll discover:
– Why a will alone may not be enough to protect your family –
– How to avoid probate, court delays, and unnecessary expenses
– Straightforward steps to safeguard your privacy and care for loved ones
This event explores the key documents every federal family should have—wills, living trusts, and powers of attorney.
Previous Webinars
August – Navigating the New Tax Law
May – ROTH vs. Traditional TSP
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Retirement Readiness
Podcast Downloads
