HELPING FEDERAL EMPLOYEES MAXIMIZE THEIR BENEFITS, GROW
THEIR WEALTH AND PLAN FOR FINANCIAL SUCCESS

Kimberly K.

( Pension Benefit Guaranty Corp. )

I had to respond back to this email. You have been the only instructor who has explained TSP in a way that I could gather all the information and not feel overwhelmed afterwards or leave feeling like I am still confused. Your enthusiasm was great. I am one who only invested in the G fund, but after your class I feel more comfortable utilizing the other funds even if it’s a small percentage.  Thank you for coming by PBGC.

Jen M.

( USPTO )

Hello Stephen. Thank YOU so much for your wonderful presentation.  You were very engaging and clearly you know what you’re talking about!  I got a lot out of your presentations.

Lilica K.

( Voice of America )

Stephen, I wholeheartedly recommend you to my colleagues and friends. You know your stuff, you are warm and professional, you are engaging, you beautifully connect with people. I am glad I came to your seminar.

Terry S.

( USPTO )

Stephen, I have been an instructor for eons and I have to say you did a great job with potentially deadly content.  Congrats!

Zorz C.

( Voice of America )

Hi Stephen, Just wanted to reciprocate with thanking you for an insightful course and a very amusing presentation of serious stuff. Cheers!

Don S.

( Consumer Product Safety Commission (now retired) )

Steve, without a doubt, the best of MANY CSRS courses!

Donna F.

( Library of Congress )

Stephen, Your presentation was wonderful. I most certainly got a lot of 'bang for the buck" and I very much appreciate everything you shared with our group. When I came home, I mentioned some of the topics with my husband and told him that I want to get all of my personal documents in order to better prepare for my retirement.  I look forward to receiving and reading your articles." 

Syed A.

( Appalachian Regional Commission )

I have attended several courses on ‘financial planning’ but I am happy to declare you are the best instructor, a real knowledgeable person and one who speaks the truth.  I learned several new ideas from your lecture." 

David J.

( Dept. of Education )

Stephen, I truly was engaged in thinking through the different scenarios you provided including the one on how the money should be invested between a TSP and Taxable Account.  I appreciate your thoughtful comments earlier.  I must admit I was going into the seminar as a skeptic based on historical presentations I've attended in this area, and to my surprise, your presentation was refreshing.  Thanks!

Steve G.

( FERC )

Good morning Stephen.  I enjoyed your retirement planning seminar this week and I plan to encourage many of my co-workers to attend the next one.  I've attended many seminars over the years and yours definitely tops the list.  Keep up the great work!

Charles G.

( SBA )

“Stephen,  You did a great job yesterday with your presentation and I am not easily impressed, especially with financial management presenters.  I pride myself on being a good judge of character and you have good character, as well as a keen ability to get people to listen to what you have to say.  You got my attention and kept it during your entire 2 hour presentation.  Because of that, I will keep in touch and look forward to your email articles.  All the best to you and your family.”

B. Carter

( Retired Federal Employee )

“Stephen,  Your classes were very helpful in preparing me for retirement.”

Beverly F.

( USPTO )

“Dear Stephen, I am so glad to have had your class - you are truly gifted in what you do and I am grateful that you can share your knowledge with the rest of us.”

Bob P.

( FERC (now retired) )

“Stephen, Your last class helped me prepare and optimize my benefits.  I feel like I have a decent handle on things and I am retiring at the end of the month.   The information you provided is very useful and I would bet people will be interested, so I will pass it on.”

Phyllis V.

( Human Resources Officer - NCPC )

Hi Stephen, The TSP Seminar was very well received by staff. I can truly say, it was the best TSP training that I have experienced.