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Complimentary Retirement Workshop!

Your best Investment could be learning how to maximize federal benefits and avoid costly mistakes.

Date(s) Available:



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The host of this workshop has been featured in the following publications:

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CNBC
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Yahoo
Wall Street Journal
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Retirement Planning

We believe that education leads to confidence, and confidence to peace of mind.

Free Retirement Workshop!

You will benefit from this seminar by learning:

1. How to protect your money against future drops in the market without sacrificing potential growth.

2. How to lock-in your tax savings before the sunset of the Trump Tax Law.

3. How to avoid a big tax hit from the new Secure Act for both you and your beneficiaries.

4. How to combat against costly financial mistakes with your IRA, 401(k), 403(b), and TSP.

Workshop topics

This workshop will teach you:

  • How to optimize your FERS pension and maximize your benefit
  • When to claim Social Security to complement your federal benefits
  • How to manage your TSP and avoid costly rollover mistakes
  • Ways to protect your loved ones through FEGLI and survivor planning.
  • How to use tax-smart strategies for distributions and conversations.

Meet your Host:

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Contact us!

(888) 555-1234

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Attend this free educational workshop to learn all there is to know about taxes in retirement!

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Who Should Attend This Workshop?

Workshop topics
  • FERS pension timing & maximizing your payment?
  • How Social Security interacts with your federal benefits?
  • Best ways to manage your TSP or roll over funds?
  • How FEGLI or survivor benefits work for your spouse?
  • Tax implications of withdrawing or converting funds?

Register today!

Event to Attend

No workshops currently available for this topic.

Must be 55 years or older to attend.

This workshop is for first time attendees only.

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