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Thursday September 22nd 11:00 AM (ET) 2022

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I host Monthly Webinars on topics that include Federal Benefits, Retirement, Investments, Social Security, Debt, Medicare, Estate Planning and more

I host Monthly Webinars on topics that include Federal Benefits, Retirement, Investments, Social Security, Debt, Medicare, Estate Planning, and more Unique Content.

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Watch Now – Should I take Medicare?

November 12, 2021 No Comments

Watch Now – Should I take Medicare? Medicare Part B costs thousands of dollars a year. And they threaten you with penalties if you don’t take it. You already have FEHB. Do you need both? In this webinar I explain: The costs of Medicare When you need to worry about Medicare penalties When you can

Watch Now – Webinar – Should you leave federal service early?

April 12, 2021 No Comments

Should you leave Federal Service before you’re eligible for full retirement? I know you’re thinking about it. 😉
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FSA vs HSA - Which is better for you?

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Testimonials

Hi Stephen, Well, I was impressed with your class. What I didn't say to my colleagues is that I was so afraid of being bored with the class (because most DOE classes are very boring...) that I almost didn't show up. And then I was very pleasantly surprised by the delivery of the class and also by its contents. As I said to colleagues, it was very valuable to me. Thank you! Sonia

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!

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.