Educational Events

Upcoming Events

LIVE Seminars

Topic: Military & Federal Retirement Strategies

Thursday, September 18th, 11:30 am – 1:00 pm EST

Unlock the Full Value of Your Military & Federal Benefits
Join Us for an Educational Workshop and Discover:
  • How to calculate your CSRS or FERS retirement benefits
  • What happens to your health and life insurance (FEGLI) in retirement
  • Strategies to reduce taxes and create income that lasts a lifetime
  • Tips to lower your Medicare costs
  • How to structure your retirement savings to help ensure you never run out of money
  • The most common mistakes federal employees make when planning for retirement

Patton Hall Community Club & Conference Center

 

 214 Buffalo Soldier Ave
Fort Myer, VA 22211

Topic: Federal Employee’s Retirement

Thursday, September 18th, 6 – 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

Cambria Hotel Rockville

 

1 Helen Heneghan Way
Rockville, MD 20850

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

Virtual Webinars

Topic: Navigating the New Tax Law

Recorded Live – Thursday, August 21st at 12pm and 6pm EST

How Will the New Tax Law Impact Your Retirement?

The “One Big Beautiful Tax Bill” could mean major changes to how your pension, TSP, and other benefits are taxed — and most federal employees aren’t prepared.

Catch our free webinar designed specifically for federal employees. We’ve broken down what’s changing and what steps you can take now to protect your retirement income and estate plan.

– How the new law could affect your pension and TSP

– Strategies to reduce your tax burden before 2026

– Complimentary Tax Diversification & Asset Conversion Reviews

Missed the event? Click below to register for the rebroadcast and get the information every federal employee needs before these changes take effect.

Previous Webinars

May – ROTH vs. Traditional TSP

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

January – 2025 Tax and TSP Changes

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