Session 01
Federal Benefits Workshops
A comprehensive walk through FERS, TSP, Social Security, survivor elections, and how the pieces fit together for federal employees approaching retirement.
Workshops & seminars
Education that answers the question in front of you.
Be sure to inquire about our comprehensive Federal Benefits Workshops and our Lunch and Learns topical webinars.
Session 02
Lunch & Learns
Short topical webinars on a single question at a time, from required distributions and tax law changes to market behavior and legacy planning.
Email us for information on upcoming events, or ask us to bring a session to your agency, employer, or group.
Request the scheduleA conversation is a good place to start