Educational Events

Upcoming Events

LIVE Seminars

Federal Employees’ Retirement: 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

June 24th- Federal Employees’ Retirement

River Forest, IL

June 25th- Federal Employees’ Retirement

Richmond, VA

June 26th- Federal Employees’ Retirement

Roanoke, VA

July 15th- Federal Employees’ Retirement

Bloomington, MN

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.

Previous Webinars

March – Maximizing Your 3-Legged Retirement: FERS, Social Security & TSP

January – 2025 Tax and TSP Changes

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