Why Choose Us?

Experience. Our instructors are all vetted Subject Matter Experts (SMEs) with over 15 years of experience training federal workers. Our team of SMEs continually refresh their understanding of OPM's laws and regulations.
High-Quality Content. Our course materials cover expansive benefits information to help federal workers plan for retirement at any career stage.
Customer Service. We take pride in cultivating relationships with our federal clients. Our staff incorporates a proactive, highly responsive approach to managing deliverables.
Woman-Owned, Minority-Owned Small Business.

Dynamic Instructional Methods

In-Person Seminars

Our in-person training courses are led by Subject Matter Experts with well over 15 years experience in their respective fields. Classes include lectures, group discussions, case studies, action plans, and worksheets.

Webinars

In-Person Seminars

Our webinars and online training courses are led by Subject Matter Experts with well over 15 years in their respective fields. Classes include lectures, group discussions, case studies, action plans, and worksheets.

Course Outlines

Retirement Planning

Financial Planning and the TSP

Financial Planning for Federal Employees
Early Career Guide to Financial Planning
Investing and the TSP

Tax & Estate Planning

Financial Planning and the TSP

Tax & Estate Planning

Tax & Estate Planning for Federal Employees
Tax Planning
Estate Planning