Events
Upcoming Events
May 18, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=85606379617
What If you could take income AND leave more behind?
How you can take RMD's and leave the principal to your beneficiary.
Past Events
April 16, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=89524838619
What the "One Big, Beautiful Bill" means to investors.
I’m hosting a brief educational webinar to break down what’s in the bill, what’s noise, and how the changes may impact investments, retirement planning, and long-term strategy. We’ll focus on practical takeaways—not politics—so you can make informed decisions with confidence.
March 26, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=88501079622
March 11, 2026
6:38p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=89976201807
Federal employee benefits Happy Hour....Let's Talk TSP
stop by and ask a questions or join and just listen
February 11, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=86910384715
Federal employee benefits Happy Hour
stop in to ask a question
February 5, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=83181366381
January 19, 2026
4:00p - 5:30p
The Cheesecake Factory
You’re Invited: IN PERSON Federal Employee Meet & Greet
What to Expect • A relaxed, no-pressure environment • Conversation about federal benefits, retirement planning, and any questions you’ve been meaning to ask • Light food and refreshments provided
January 14, 2026
6:30p - 7:15p
https://us02web.zoom.us/j/2067189147?omn=86282132829
November 12, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
October 8, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
September 10, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
September 4, 2025
5:30p - 6:30p
https://us02web.zoom.us/j/2067189147?omn=88442683082
Estate Planning Workshop
10 IMPORTANT STEPS TO GET YOUR AFFAIRS IN ORDER
August 13, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
July 9, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
June 26, 2025
5:30p - 6:30p
https://us02web.zoom.us/j/2067189147?omn=87231283574
Did you know you can earn positive returns in a down market?
What is step rate edge? This session will explain how you can benefit from market growth & earn positive returns even during certain market declines all while protecting against major losses! We'll break down how this option works, how it differs from traditional annuities, and how it can complement your federal retirement benefits
June 11, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
May 14, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
April 9, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
March 27, 2025
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=83482111398
March 12, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
February 26, 2025
6:30p - 7:15p
Virtual Event
February 12, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/86888637544?pwd=xxoXhyesMYwAYkv29hs0vaxRnvEk0n.1
January 28, 2025
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=84612328566
January 8, 2025
5:00p - 6:00p
https://us02web.zoom.us/j/89114249579
December 11, 2024
5:00p - 6:00p
https://us02web.zoom.us/j/89114249579
November 13, 2024
5:00p - 6:00p
https://us02web.zoom.us/j/89114249579
October 29, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=83567610477
October 9, 2024
5:00p - 6:00p
Virtual Event
September 24, 2024
6:30p - 7:15p
Virtual Event
September 5, 2024
1:00p - 1:30p
https://us02web.zoom.us/j/2067189147?omn=89838328324
August 27, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=83736225577
August 22, 2024
1:00p - 1:30p
https://us02web.zoom.us/j/2067189147?omn=83003159148
August 15, 2024
1:00p - 1:30p
https://us02web.zoom.us/j/2067189147?omn=83502232404
August 1, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=86191890134
June 25, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=82373317352
June 12, 2024
5:00p - 6:00p
https://us06web.zoom.us/j/87030742838?pwd=EVUj0F5F4Kq3cJ5H7OqKarJnrawS3A.1
May 30, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=81037558947
May 14, 2024
6:15p - 7:00p
Virtual Event
May 8, 2024
5:00p - 6:00p
Virtual Event
April 29, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=84185600670
April 2, 2024
6:15p - 7:15p
Virtual Event
March 26, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=88637582579
March 13, 2024
5:00p - 6:00p
https://us02web.zoom.us/j/89114249579
March 12, 2024
6:00p - 7:00p
Virtual Event
February 27, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=89530597186
February 20, 2024
6:15p - 7:30p
Virtual Event
February 14, 2024
5:00p - 6:00p
https://us02web.zoom.us/j/89114249579
January 30, 2024
5:30p - 6:15p
https://us02web.zoom.us/j/2067189147?omn=86425518707
January 10, 2024
5:00p - 6:00p
Virtual Event
April 27, 2023
6:30p - 7:15p
Zoom
College Funding Workshop
There are 5 big mistakes that most parents make when saving for college. This webinar will reveal them, and show you how to potentially avoid them. By doing so, you may save tens of thousands on the cost of college.
April 27, 2023
2:00p - 3:00p
Zoom
March 29, 2023
10:00a - 11:00a
Zoom webinar