Service Description

A general discussion of Federal Benefits, FERS Basic Annuity, Special Supplement / Social Security and TSP savings. Special emphasis on Special Category vs Regular retirement, the importance of retirement savings and Military deposit. This counseling session DOES NOT include a personalized retirement estimate, but rather is an opportunity to gain a better understanding of the Federal Benefit and Retirement system. The specific topics of discussion are flexible based on the needs of the customer. Individual sessions can be conducted in person as part of the group training program, or online via Zoom. Teams, Skype or FB Messenger are also video conference options.  With this on-line service, you can receive the retirement training from the comfort of your home.  This allows your spouse to join in and ask questions if desired.

Cancellation Policy

24-hour notice is appreciated should you need to cancel or reschedule.

Contact Details