Take the first step toward reaching yourFinancial Goals


Get the information that can help you live a confident retirement.

Attend an Event

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.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

In Person Workshops:

October 12
Federal Employee Retirement Workshop
9:00 am | The Grove 270 – Boss Conference Room on 1st floor 9200 Corporate Blvd.
Rockville, MD 20850 United States
November 2
Federal Employee Retirement Workshop
9:00 am | Harborside Hotel – Sky Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States
January 26, 2024
Federal Employee Retirement Workshop
9:00 am | Harborside Hotel – Sky Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States
February 13, 2024
Federal Employee Retirement Workshop
9:00 am | The Grove 270 – Boss Conference Room on 1st floor 9200 Corporate Blvd.
Rockville, MD 20850 United States

Webinars:

September 26
Maximizing Your TSP – Nearing or During Retirement
12:00 pm | Webinar
October 3
Maximizing Your TSP – Nearing or During Retirement
12:00 pm | Webinar
October 18
Maximizing Your TSP – Nearing or During Retirement
8:00 am | Webinar
October 24
Minimize Taxes on Your TSP in Retirement
12:00 pm | Webinar
October 26
Maximizing Your TSP – During Service
12:00 pm | Webinar

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.