Workshops and Webinars


Our seminars focus on common financial concerns that individuals and families face in retirement — things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Be Informed. Be Empowered

Attend one of our events to arm yourself with knowledge so you can make informed decisions and feel confident in the days ahead.

In-Person Workshops

Dec
05
Federal Employee Retirement Workshop
9:00 am
The Grove 270 – Boss Conference Room 9200 Corporate Blvd
Rockville, MD 20850 United States
Mar
11
Federal Employee Retirement Workshop
9:00 am
Embassy Suites by Hilton Springfield – Salon A & B 8100 Loisdale Rd
Springfield, VA 22150 United States
Apr
29
Federal Employee Retirement Workshop
9:00 am
Harborside Hotel – Azure Meeting Room 6400 Oxon Hill Rd
Oxon Hill, MD 20745 United States
Oct
16
Federal Employee Retirement Workshop
9:00 am
The Grove 270 – Boss Conference Room 1st Floor 9200 Corporate Blvd.
Rockville, MD 20850 United States
EVENT IS FULL
Oct
30
Federal Employee Retirement Workshop
9:00 am
Embassy Suites by Hilton Springfield – Salon A & B 8100 Loisdale Rd
Springfield, VA 22150 United States
EVENT IS FULL
Nov
06
Federal Employee Retirement Workshop
9:00 am
Harborside Hotel – Azure Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States
EVENT IS FULL
Jan
23
Federal Employee Retirement Workshop
9:00 am
Hilton Springfield 6550 Loisdale Rd.
Springfield, VA 22150 United States
EVENT IS FULL
Feb
04
Federal Employee Retirement Workshop
9:00 am
Harborside Hotel – Azure Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States
EVENT IS FULL

Webinars:

Oct
08
Minimize Taxes on Your TSP in Retirement
12:00 pm
Oct
10
Maximizing Your TSP – During Service
12:00 pm

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 240-863-3688.