HR Professionals & Organizations

We are available to speak at your business, federal or state agency or organization on the following topics and have more workshops about to be released.  If you do not see what you are looking for contact us to discuss a personalized workshop for your group.

Each workshop is structured to fill 50 minutes of class time but can be adapted for 1/2 day or full day sessions upon request.

College Financial Planning Workshops - Start Early? Unfortunately, parents are encouraged to wait until their students have almost graduated from high school before they seek college funding information. However, there are simple strategies to help you direct your dollars in ways that will accomplish more than just paying for college without jeopardizing your retirement nest egg and help to reduce the cost.

Keys to Successful Wealth Building in All Market Environments - Do you ever wonder why your “river of riches” whether it’s your income, your assets or both, doesn’t seem to get you ahead as much as you planned or hoped? Maybe you’ve considered cutting down on some of those lattes’ or fabulous vacations. Or, maybe you think increasing your investment rate of return will get you where you need to go. While that may help, there is so much more to building sustainable long term wealth.

Stuck In The Middle - If you are caring for an aging parent, trying to figure out how to help your children select the right college, wondering how to pay for it AND if you'll be able to retire - attend this workshop!

7 Common Mistakes Many Retirees Make With Their Finances - May be the most important financial information you receive.

Veterans Aid and Attendance Benefit (Free Long Term Care for All Wartime Veterans and/orTheir Spouse) - Learn how you qualify regardless of assets and income.

Is a Roth IRA Conversion for Me? - Forever Taxed? - or - Never Taxed? 

Why Is Life Insurance A Super Roth IRA? - Discover the secrets of this misunderstood conservative asset class.

Additional Programs for Federal Employees

FedTelligence - Provides the federal employee with not only the facts about their benefits, but also how to maximize those benefits in the context of the real world.

Where In The World Is My Money? - Helping people understand how they transfer money away unknowingly and unnecessarily . . . and stopping it. 

Advantages and Disadvantages of: Early Retirement and Buy Out Packages - Designed for those not sure what to do; an aid to eliminate rash decisions and leaping too soon.

Insight Spectrum - Designed to give you the tools that help to produce communication breakthroughs; powerful insights.

Survive and Thrive in Retirement - Designed to identify strategies to assist you in achieving your retirement potential.

Thrift Savings Plan - Allocatinig Your TSP in Uncertain Times .

Early FERS - Maximizing Your Federal Benefits. (For employees who have been with the federal government for less that five years)

Roth IRA 2011 - Does It Still Make Sense to Convert?– With recent tax updates, learn whether it might still make sense to convert your IRA (or TSP) to a Roth IRA .

FEHB - Choosing the Right Health Plan for You and Your Family.

FLTCIP 2.0 - Comparing the Federal Employees Long-term Care Program with Other Options.

Women & Money - Addresses the Women’s Unique Concerns About Money and Retirement.