ATTEND A LIVE WORKSHOP
With a particularly complex benefits system, it can be difficult for federal employees to feel confident heading into retirement so do your research, speak with an advisor, attend workshops, etc.
Ultimately, it’s your responsibility to prepare for retirement, and we’re here to be your trusted resource.
Learn From the Experts
We offer monthly workshops for Federal Departments, Agencies, and Bureaus throughout the Greater Phoenix area. We also conduct on-site presentations throughout the U.S.
The goal of our workshops is to provide you with the necessary information you need to maximize your retirement to the fullest.
Our Federal Employee Retirement Planning Seminar is the most common presentation we conduct, and covers the basics of your benefits package and best tips when planning your retirement. Our TSP Workshop is another popular presentation we conduct, and covers the upcoming Fall 2019 changes to the TSP as well as retirement do’s and don'ts.
Interested in Hosting a Presentation?
- Pre-retirement checklist
- TSP options and strategies
- “Retirement Net Pay”
- OPM annuity delays
- Pre-retirement TSP tips
- TSP access in retirement
- Strategies to avoid
- TSP longevity in retirement
- Income strategies
- FERS Survivor Benefits
- Alternative money saving strategies
- Maximizing Social Security
- Best time to apply
- Spousal strategies
- FEGLI replacement option
- Coverage basics
- Withdrawals options
- Financial planning (early career)
- Benefits package basics
- Money management strategies
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, CO, ID, IL, NC, NV, NY, OK, OR, SD, TX, WI, WY. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor Cambridge and Thompson Wealth Management are not affiliated.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.