Monthly webinars. Three-day in-person workshops. Real teachers, your real plan.
The platform gives you the calculators and the curriculum. The live sessions give you the teacher. Two formats, both designed to send you home with decisions made and a plan you can actually use.
A live class every month, taught by a real instructor.
Premium members get access to a live, interactive monthly webinar. We cover one topic in depth each month: TSP rebalancing, MRA decisions, Roth conversion windows, FEHB and Medicare coordination, real estate inside a self-directed IRA, and more.
It is a real class, not a recorded talk: you can ask questions and get answers in the session. We are also building a way for the instructor to see a snapshot of your saved plan during the session, so answers can be contextual to your actual numbers. That is coming soon.
What stays in the room, stays in the room.
Live sessions involve real people sharing real financial details. We protect that. Participants agree to a strict confidentiality policy before joining. Recording by anyone other than us is not permitted, ever. Recordings we publish are reviewed for privacy before they go up, and personally identifying details are removed.
- No participant recording, ever.
- All replays privacy-reviewed before release.
- Confidentiality agreement required on joining each session.
Walk in unsure. Walk out with a plan.
Our three-day, in-person workshop is the most direct way to go from confusion to clarity on your federal retirement. It is not theoretical. You will leave with decisions made and a written plan in your hands. Bring your spouse or a trusted partner. Plan on three full days. Bring questions.
Why three days, and why you can bring a spouse
We piloted this as a two-day workshop. The number-one request from participants was: "I wish I had a third day." The number-two request was: "I wish my spouse could have come with me." The pilot was inside an office and significant others were not permitted. We honored both requests. The workshop is now three days, and your registration includes two tickets so your spouse or trusted financial partner can attend with you.
What three days actually buys you
Foundation
Orientation to the federal benefit system, your specific benefit numbers, and your goals. Enough groundwork to start making real decisions by day two.
Strategy
Running your numbers on TSP, Social Security claiming, FEHB and Medicare coordination, survivor decisions, and tax-bracket sequencing. Trade-offs become concrete.
Execution
Building the plan document, filling out beneficiary forms, and writing the list of moves to make in the next 30, 60, and 90 days. You leave with the document in hand.
Where we run them
Our first set of cities is New York, Miami, and Washington, D.C. We are also evaluating San Juan, Puerto Rico as an additional location. Sessions are scheduled when we have a critical mass of registered students in a city, so frequency follows demand. If you can organize colleagues in your division or department to register together, we can move a date up.
New York, NY
Miami, FL
Washington, D.C.
San Juan, PR
Government credit cards welcome. Accessible by design. Spanish coming soon.
Government credit card eligible
Our courses qualify as training products. Federal employees have a legal right to retirement-planning education about their own retirement plan. If your agency is not providing it, you can request authorization to purchase our products on your government credit card.
Designed for Section 508
The platform, the webinars, and the workshop materials are designed to meet Section 508 accessibility requirements so every federal employee can use them.
Spanish version coming soon
We are launching a Spanish edition of the platform, the chatbot, the webinars, and the in-person workshops. The bilingual format mixes Spanish and English where useful.
Bulk purchases and custom agency workshops
Bringing a team? We work with agencies, training coordinators, and EAP programs. Agencies and offices can purchase in bulk or commission a private three-day workshop for their workforce. We coordinate directly with HR on bulk government-credit-card purchases and on custom scheduling. Contact us for group rates.
Pick a format. We bring the teachers.
Pricing for webinars and the three-day workshop is on the pricing page.