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Request a Seminar for Your Group

To request a complimentary, no-obligation seminar for your group or organization, please email with the following information:

  • Your name & phone number
  • The name of your group
  • The date, time, and location of your seminar
  • Length of time you would like us to speak
  • The number of attendees expected
  • Whether or not you have a computer, projector, and screen available
  • The seminar topic requested from the following choices:
    • Retirement Planning 
    • Employer Distribution Options & Understanding IRAs
    • Saving and Investing 
    • Understanding your TSP

We can also customize a presentation for your group in the areas of financial planning, investing and life and long term insurance.