Educational Events

Upcoming Events

LIVE Seminars


TSP and Retirement Made Simple

Join Financial Advisor, Bryant Stone, as he reviews TSP & Retirement Made Simple. He will cover the FERS 3 legged stool, Social Security income planning, Retirement and Tax planning, and TSP in depth including Roth vs Traditional and TSP distribution strategies


Thursday, November 16th, 6-8 pm EST


The Hilton Durham near Duke University

3800 Hillsborough Road

Durham, North Carolina, 27705

Attendees will enjoy complimentary food and beverages.

Virtual Webinars

Next event coming soon…

Previous Webinars

Oct – Legacy and Retirement Planning Made Simple

Oct – TSP & Retirement Made Simple

July – TSP Distribution Strategies in Retirement

April – ROTH vs Traditional TSP

March – Estate Planning Made Simple

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