My Next Event is:
What's better roth or traditional?

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.

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.

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.