I will present Mid-Career Retirement Planning seminars designed for employees with 10 years or more before retirement eligibility.  These sessions emphasize long term planning to maximize future career and retirement benefits.  Participants will receive information they need to make educated decisions regarding their personal retirement plans.  See the Seminar page for detailed information. 

In addition to the group seminars, you will benefit by scheduling an individual counseling so that I can provide you with an estimate of your pension and benefits to assist you in your retirement planning. 

Retirement forms preparation and an overview of the transition retiring from your Agency to receiving money from the Office of Personnel Management.  It should take approximately 2 hours to do a complete set of paperwork and explain the procedures. 

I can provide an orientation of federal benefits to newer postal/federal employees.  We will go over health insurance, life insurance, Federal Long Term Care, retirement options and eligibility and Social Security with emphasis on what newer employees need to do early in their careers to maximize their future benefit.  Some of the topics include the benefit of buying back military or non-deduction time and a detailed explanation of the Thrift Savings Plan and its importance.