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:

February 22
Federal Employee Retirement Workshop
9:00 am | The Grove 270 – Boss Conference Room on 1st floor 9200 Corporate Blvd.
Rockville, MD 20850 United States
March 12
Federal Employee Retirement Workshop
9:00 am | Harborside Hotel – Sky Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States
May 17
Federal Employee Retirement Workshop
9:00 am | Harborside Hotel – Sky Meeting Room 6400 Oxon Hill Rd.
Oxon Hill, MD 20745 United States

Check back soon for upcoming events!

Webinars:

March 5
Minimize Taxes on Your TSP in Retirement
12:00 pm | Webinar
March 7
Maximizing Your TSP – Nearing or During Retirement
12:00 pm | Webinar
March 19
Decoding Your Federal Benefits
12:00 pm | Webinar
March 26
Maximizing Your TSP – Nearing or During Retirement
8:00 am | Webinar
March 28
The Social Security Puzzle: Solutions for Federal Workers
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.