Upcoming Events
LIVE Seminars
Topic: Federal Employee’s Retirement
Wednesday, October 22nd, 6:00 – 7:30 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
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
Topic: Federal Employee’s Retirement
Saturday, October 25th, 9:00 am – 12:00 pm EST
Agnus Scott College – Alston Campus Center
Luchsinger Lounge
137 S McDonough St
Decatur, GA 30030
Topic: Federal Retirement, Taxes and Social Security
Tuesday, October 28th, 6:30 – 8:00 pm MST
Gain clarity and confidence about your financial future.
You’ll walk away with:
- How federal benefits, retirement, and tax rules interact
- Strategies to maximize Social Security benefits
- Tax planning tips for retirees
- How to structure your income in retirement
- Q&A time to address your personal concerns
Sheraton Albuquerque Airport Hotel
Room – Chaco
2910 Yale Boulevard SE
Albuquerque, NM 87106
Topic: Federal Retirement, Taxes and Social Security
Thursday, October 30th, 6:30 – 8:00 pm MST
Marriott El Paso
Room – A-D
1600 Airway Blvd
El Paso, TX 79925
Topic: Military/Federal Retirement Strategies Luncheon
Thursday, October 30th, 11:30* am – 1:00 pm EST
*sign in at 11am
The Club at Andrews:
Banquet Room: Regency A
1889 Arnold Ave,
Andrews AFB 20762
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Interested in having us host an event for your team? Let us know HERE.
Virtual Webinars
Catch our Recent Webinar: Estate Planning Made Easy for Federal Employees
Recorded on 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
