INDIVIDUAL TRAINING COURSES
MAXIMIZING YOUR CAREER DOESNT HAVE TO BEGIN IN A SEMINAR!
OUR INDIVIDUAL TRAINING FEATURES ALL THE GREAT
CONTENT FOUND IN OUR SEMINARS... AT YOUR PACE!
RETIREMENT BENEFITS
ALL ABOUT YOUR BIG DAY
Any decent seminar covers CSRS & FERS, TSP, Social Security, and federal insurance programs. We do too, and it doesn't have to be boring or impersonal. With our seminar, we change the way people feel... about their careers, their benefits, their investments, their future, and more.
TSP PORTFOLIO TRAINING
ALL ABOUT THE MONEY
Federal employees are given TSP, one of the best investment vehicles available, with zero training on how to use it. We show you how to use the investment options according to your needs.
UNIQUE TSP WITHDRAW STRATEGY
ALL ABOUT GIVING YOU OPTIONS
TSP is a retiree's best friend, but it can also be a liability, if you don't understand the rules. We offer a unique strategy that gives you more flexibility to use your funds when you need them, without closing out your TSP account.
FERS BASIC ANNUITY & SOCIAL SECURITY
ALL ABOUT GUARANTEES
Few things in life are guaranteed. We'll explain the value behind the income and teach you how to maximize your service time. We'll show you how this benefit impacts your investment decisions. (We also cover CSRS for your... ahem... more tenured folks.)
FEDERAL EMPLOYEE INSURANCE PROGRAMS & SPOUSAL BENEFITS
ALL ABOUT INSURANCE
Nobody, and I mean NOBODY, likes paying for insurance. We'll show you how to make the most of every Open Season to get the coverage you need at a cost you can live with.
ONE-ON-ONE CONSULTATIONS FOR EMPLOYEES
ALL ABOUT YOU
Each employee has their own unique values and goals for their career and life. We offer all seminar attendees an appointment with Mike, our CFP professional, to explore the seminar material as it relates to their situation.
IF YOU HAVE ADDITIONAL QUESTIONS ABOUT OUR INDIVIDUAL TRAINING JUST CLICK THE LINK BELOW