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Helping educate federal employees on the importance of understanding their government benefits and how those benefits change over the course of their career. Providing workshops to all federal employees about the in's and out's of retirement.

Our educational seminars provide members with a deeper understanding of how their benefits and retirement work as a federal employee and post-retirement employee. All federal employees will have the opportunity for one-on-one meetings with the only credentialed advisors in South Texas. With Federal Union endorsement, we promise to help protect and improve the lives of their members by providing services that maximize their benefits.

Topics Include:

  • Federal Employee Retirement System

  • FERS Supplement

  • The Civil Servant Retirement System

  • LEO Special Provisions

  • Social Security strategies

  • Thrift Savings Plan

  • IRA options

  • Federal Employee Group Life Insurance (FEGLI)

  • Federal Employee Health Benefits (FEHB)

  • Survivor Annuity Plan (SAP)

  • Pension Maximization

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Contact us today to schedule your workshop!
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