My Next Event is:
Coordinating your TSP with your other investments

WEbinar in:

Days
Hours
Minutes
Seconds

If you would like to attend this Webinar simply register below

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.

Upcoming Webinars

Coordinating your TSP with your other investments

January 24 2019
The TSP is just one piece of the puzzle. If you have other investment accounts, you can coordinate them with your TSP so that you can position the correct assets in the correct account. This will help you pay less in taxes and be strategic when taking your distribution strategy.
Register Now

Creating a Retirement Distribution Strategy

March 14 2018
Which asset do you dip into to create your retirement income stream, and when? What happens when the market goes up? What should you do when the market goes down?
Registration Not Open Yet

The Best Date to Retire

May 16 2019
What time of year, month, pay-period, day should you retire in order to get the most out of your pension
Registration Not Open Yet

When should you take Social Security?

February 21 2019
Many people are saddled with debt (Mortgages, Student loans, Auto loans, TSP loans, CCs...). Understanding that debt can actually be a tool you leverage to build your wealth will give you a deeper insight as to weather you need to accelerate paying off your debt or put your money to better use.
Registration Not Open Yet

FEGLI, Survivor Benefits, or Self-Insurance?

April 4 2019
Sure, you can spend hundreds of thousands of dollars on life insurance unnecessarily.
Registration Not Open Yet

Do You Need a Trust

June 13 2018

COMPLETED
Transforming Debt into Wealth

A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too?
Registration Not Open Yet

Testimonials

Testimonials

Upcoming Seminars

federal employee financial seminar

Energy Information Administration

September

tsp planning financial advisor

Department of Energy

October

federal employee financial seminar

Pension Benefit Guaranty Corporation

November

federal employee financial seminar

Mid-Atlantic Federal Credit Union

November

federal employee financial seminar

United States Navy ITP

September

tsp planning financial advisor

Federal Energy Regulatory Commission

October

tsp planning financial advisor

Department of Energy

November

federal employee financial seminar

Federal Employees Retirement System

January

federal employee financial seminar

Energy Information Administration

October

tsp planning financial advisor

Department of Energy

November

tsp planning financial advisor

Department of Energy

November

tsp planning financial advisor

Nuclear Energy

January

To make sure you never miss a Webinar or Seminar subscribe to my newsletter and get the latest updates to your email 

Thank you very much for subscribing to my Newsletter.

Stephen

federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

Contact Me

Stephen Zelcer © 2019 All rights reserved​

Made by