Upcoming Events

Retirement Seminar Dinners

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 get A SECOND OPINION on your retirement, to help address common retirement planning concerns. At my New Generation Retirement Planning seminar, you will receive information to help you answer these questions and others to help you learn how to prepare for a steady retirement in a changing world. A complimentary gourmet meal will be provided at the seminar.

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.

There are no upcoming events at this time.
Please check back again soon.