Educational Events

Upcoming Events

LIVE Seminars

Federal Employee’s Retirement

Tuesday, December 2nd 6pm EST

LEARN HOW TO FULLY UNDERSTAND YOUR BENEFITS AS A FEDERAL EMPLOYEE

Worried about running out of money in retirement?
Get clear, professional guidance on your CSRS/FERS benefits, lowering Medicare costs, reducing Social Security taxes, and maximizing your retirement income as a federal employee.

Join our workshop to learn how to:

  • Calculate your CSRS or FERS

  • Navigate FEHB & FEGLI in retirement

  • Reduce your tax burden with smart planning

  • Cut Medicare costs

  • Structure savings to last a lifetime

  • Avoid common retirement planning mistakes

Embassy Suites by Hilton Hampton Convention Center – Mercury Salon AB
1700 Coliseum Dr.

Hampton, VA, 23666

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Interested in having us host an event for your team? Let us know HERE.

ROTH Blueprint: Increase Your Lifetime Tax-Free Wealth by Up to 97%

Thursday, November 20th at 12pm and 6pm EST

Join this powerful online workshop to learn how to turn your TSP and IRA savings into tax-free income for retirement. Discover how strategic Roth planning can help you keep more of what you’ve earned.

In this session, you’ll learn how to:

– Prepare for upcoming tax law changes that could affect your retirement income.
– Avoid the “double compounding” effect that quietly drains wealth.
– Protect your Social Security benefits from unnecessary taxation.
– Create a tax-efficient income strategy to minimize future tax brackets.

Don’t miss this opportunity to gain clarity and confidence about your retirement plan.

Previous Webinars

August – Navigating the New Tax Law

May – ROTH vs. Traditional TSP

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