Call Today: 1-877-619-8001

Live Workshops

group meeting

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.

ipad

Interested in Hosting a Presentation?

UPCOMING WORKSHOPS:

October 4: Scottsdale TSP Workshop

Friday, October 4 at 9am

Our complimentary workshop covers retirement tips, do's and don't's, and information on the recent changes made to the TSP.

The workshop will last for 90 mins followed by a Q&A session, so we gladly welcome your questions.

 

November 7: Phoenix TSP Workshop

Thursday, November 7th at 3pm

Our complimentary workshop covers retirement tips, do's and don't's, and information on recent changes made to the TSP. The workshop will last for 90 mins followed by a Q&A session, so we gladly welcome your questions.

December 6: Scottsdale TSP Workshop

Friday, December 6th at 9am

Our complimentary workshop covers retirement tips, do's and don't's, and information on the recent changes made to the TSP.

The workshop will last for 90 mins followed by a Q&A session, so we gladly welcome your questions.

 

October 25: Phoenix Retirement Planning Workshop

Friday, October 25th at 9:30am

It’s never too early to start retirement planning! Our complimentary workshop covers retirement tips, do's and don't's!

The workshop will last for 90 minutes followed by a Q&A session, so we gladly welcome your questions.

November 15: Scottsdale Retirement Planning Workshop

Friday, November 15th at 9am

It’s never too early to start retirement planning! Our complimentary workshop covers retirement tips, do's and don't's!

The workshop will last for two hours followed by a Q&A session, so we gladly welcome your questions.

 

kierlandonephoto_hres_web

2020 Workshops Coming Soon

Coming Soon 2020 Workshops

TOPICS COVERED:

  • 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
photo-1530566680734-82625e7e6f0c
pe

Creating Peace Of Mind By

Simplifying Your Federal Retirement

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.