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Live Workshops

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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.

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Interested in Hosting a Presentation?

UPCOMING WORKSHOPS:

June 14: TSP Workshop

Friday, June 14 at 9am

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

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

Scottsdale

August 2: Pre-Retirement Workshop

Friday, August 2 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 90 minutes followed by a Q&A session, so we gladly welcome your questions.

July 19: TSP Workshop

Friday, July 19 at 9am

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

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

Scottsdale

May 3: TSP Workshop

WORKSHOP CLOSED

This workshop is closed. Please view our upcoming dates. 

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
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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.

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