Upcoming Events
LIVE Seminars
Dine & Learn Federal Employees Retirement – Augusta, GA
Saturday, May 16th 11am & Tuesday, May 19th 6:30pm
This is a free educational workshop created specifically for non-active military members and federal employees who want to understand better how their retirement benefits work. We’ll cover topics like how FERS, CSRS, and TSP fit together, differences between federal civilian and military retirements, key retirement timelines, and the latest updates federal employees should know. Food will be served.
TSP & Retirement Made Simple – Pentagon Washington, DC
Tuesday, May 19th
11am-1pm
TSP & Retirement Made Simple – Salisbury, NC
Tuesday, June 9th
9am – 12pm or 2pm – 5pm
VA Salisbury Health Care
TSP & Retirement Made Simple – Hampton, VA
Thursday, June 11th
9am – 12pm or 2pm – 5pm
Hampton VA Medical Center
LIVE WEBINARS
How to Avoid the Top 10 Tax Mistakes in Retirement – Webinar
Thursday, May 21st
12pm & 6pm
Navigating taxes in retirement can be complex—and costly if mistakes are made. Join Federal Retirement Consultant Ryan Polimeni for an informative webinar that breaks down the most common tax pitfalls federal employees and retirees face, and how to avoid them.
This session will cover key topics including how IRA distributions are taxed, the benefits and timing of Roth IRA contributions and conversions, and the impact of Social Security income on your overall tax picture. We’ll also explore Required Minimum Distributions (RMDs), how they can affect your tax bracket, and strategies to manage them effectively. In addition, you’ll gain insight into how pensions are taxed and what that means for your retirement income planning.
Interested in having us host an event for your team? Let us know HERE.
Previous Webinars
March – 2026 Estate Planning Made Easy
January – 2026 Tax & TSP Changes
October – Estate Planning Made Easy
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