Upcoming Events

Retirement Seminar Workshops

Retirement is different today than it has been for previous generations, and likely will continue to change. Because of these changes, it is a great time for you to attend a workshop that will help guide you through the everchanging retirement planning environment. This workshop will be relevant for you if you are recently retired, nearing retirement or developing a retirement plan. This workshop is designed to help you determine if you have enough money to retire, develop strategies to maximize your Social Security income, avoid the pitfalls of retirement distribution and plan for incapacity due to illness or injury.

Federal EE Retirement Workshops

Are you comfortable with your knowledge and understanding of all your retirement benefits? As a federal employee, you are eligible to attend, at no cost to you, a local retirement training session to receive education on the FERS and CSRS retirement eligibility requirement, annuity calculation, survivor benefits and how to draw income from your TSP. Please join us, and take the first step in helping you understand your federal benefits and preparing your retirement.

Empowering Women Conference

Speakers:  Virginia S. Hibbs & Anthony S. Roberts

Women are increasingly responsible for planning for major life events either alone or jointly with their spouse.  ARE YOU PREPARED? You can take a more active role with your financial future at our Empowering Women Conference.  Our speakers will cover several topics – one of which is rated as the top concern – outliving your savings.

Federal EE Workshop (Paid Parking)

Call our office 502-855-3441.

Federal EE Workshop (Free Parking)

Call our office 502-855-3441.

Federal EE Workshop (Free Parking)

Call our office 502-855-3441.