Testimonials

“The material and the training were great – very useful and interesting. There were many topics covered, with enough information and some specific tools included in the handouts that someone could move forward even without having to engage the services of a financial planner right away. It’s a solid grounding.”

“The presenter is very knowledgeable and makes the material more understandable through his presentation. Much of this information comes as a surprise to people who have not attended a previous seminar by him. It’s great that Federal employees have so many benefits, but unless we are fully aware of them, it’s unlikely that we will take full advantage of these programs.”

“Great presenter, high energy, so knowledgeable. Loved that he went beyond reading the rules and regulations to explain how to strategize to achieve maximum benefit from the various components of one’s retirement.”

“The facilitator was OUTSTANDING!! Very impressive, funny, engaging and knows his stuff.”

“This is a very important and helpful training. I would also strongly recommend that something along these lines be made to available to young employees at the start of their careers. Having this information much earlier would have been enormously helpful.”

“It would have been so helpful to have something like this at the beginning of my Federal career. Would have done several things differently had I known then what I know now about retirement.”

“I think it also should be offered to employees who are more distant from retirement age. The key to successful retirement is planning ahead.”

“Although I knew some of the information, this training provided clarification and important additional specific points of action that are needed… and maybe also the impetus to stop procrastinating and get things done.”

“The topics presented have always been of interest to me, more so now that I’m a parent. I have more information to better plan and manage my assets.”

“The presenter used the presentation material as a starting point and added specific information as well as interesting stories that illustrated the points he was covering. He also was high energy and has a warm and engaging style that makes him fun and interesting to listen to.”

“Extremely interactive and engaging!”

“The material was engaging as was the presenter and it was easy to stay focused. He also was interactive, which was good.”

“I was able to make some decisions that had immediate impact on my finances.”