Upcoming Events
LIVE Seminars
June 3rd – Federal Employees’ Retirement
Durham, NC
LEARN HOW TO FULLY UNDERSTAND YOUR BENEFITS AS A FEDERAL EMPLOYEE
Attend This Workshop And Learn:
- How to calculate your CSRS and FERS
- Health benefits during retirement including life insurance (FEGLI)
- Utilize financial vehicles that can reduce your tax burden and last a lifetime
- How to reduce your Medicare costs
- How to structure your retirement savings so you never have to worry about running out of money
- Common misconceptions about retirement planning
June 5th – Federal Employees’ Retirement (Lunch)
Washington, DC
Unlock the Full Value of Your Federal Benefits
Join Us for an Educational Workshop and Discover:
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How to calculate your CSRS or FERS retirement benefits
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What happens to your health and life insurance (FEGLI) in retirement
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Strategies to reduce taxes and create income that lasts a lifetime
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Tips to lower your Medicare costs
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How to structure your retirement savings to help ensure you never run out of money
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The most common mistakes federal employees make when planning for retirement
June 10th – Federal Employees’ Retirement
Houston, TX
Maximize Your Federal Retirement Potential
Attend Our Complimentary Workshop and Learn:
- How to estimate your CSRS or FERS pension benefits
- What to expect from your FEGLI and FEHB coverage in retirement
- Smart tax-saving strategies to stretch your retirement dollars
- Proven ways to minimize Medicare premiums
- How to position your savings to support lifelong income
- The biggest pitfalls federal employees face when planning for retirement—and how to avoid them
Subscribe for the latest updates and scheduled events in your area.
Interested in having us host an event for your team? Let us know HERE.
Virtual Webinars
ROTH vs. Traditional TSP
May 21st at 12pm and 6pm EST
Confused about your TSP options? You’re not alone.
Join us for a powerful session that breaks down the essentials of ROTH vs. Traditional TSP—and how each can impact your financial future.
- Learn the 3 Golden Nuggets of TSP
- Understand the key advantages of both Roth and Traditional
- Explore Roth conversions and how they fit into your tax strategy
- Get clarity on Required Minimum Distributions (RMDs)
Whether you’re early in your career or planning for retirement, this educational webinar will help you make smarter decisions with your TSP.
Log in ready to learn. Leave ready to plan.
