Attendee

Fiduciary Financial Advisor formally trained in Federal Employee Benefits & Transitions by a United States General Services Administration (GSA) Schedule Contract Holder. The GSA Schedule contract allows federal customers to efficiently purchase retirement training services from the Schedule Contract Holder. A GSA Schedule vendor is a preferred provider, offering federal government agencies its Federal Retirement Workshops. A workshop is a versatile training program which satisfies federal agencies’ requirement to provide pre-retirement training to their employees as they near retirement.

Fiduciary Financial Advisor formally trained in Virginia Retirement Systems (VRS) Employee Benefits & Transitions by a payroll deductable 403(b) Vendor.

Of course, we help those who have private employers; actually, this is how we all started. Each private employer has their own benefit package. In fact, two people can have the same employer and different benefits based on when they were hired. It takes a bit more digging, and we are happy to do it.

Our mission is to inspire financial ambitions by making the complex, simple. This is how we’re “Bridging Bull & Bear Markets” for our clients.

Meet Your Presenter