Let’s work together
I want you to fall in love with your dream for retirement – and here’s how...
You’re in the right place
It’s great to have someone show you what worked for them. It’s EVEN BETTER to have someone show you exactly what will work for YOU! That’s what I do. I’m a retirement specialist so you don’t have to be. You’re not alone. When you work with me, you’re going to finally understand the system and processes to be able to retire and enjoy the next chapter of life. I work with all people at any stage of career and offer a range of ways for us to connect. Take a look…
[Breaking] The Retirement Code
Simplifying Your Federal Retirement
In this online course, I’ll take you through the same retirement planning process I’ve been using in the classroom for almost 20 years. You’ll see videos of me in the classroom, interacting with students. Watch them when, where, and as many times as is convenient for you. You’ll learn everything you need to know to master retirement planning, all in one place.
Personal Consulting
Me, You, and Your Life Partner Too
If DIY is not something you’re comfortable with, or you just wanted an added level of confidence and assurance, I offer private consultations. We’ll speak, virtually, about your retirement plans and concerns, after you share your known questions, concerns, and documentation. Plus, if you’re married or have a life partner, that person can (and should) be involved in the process too.
Virtual Workshops
Get retirement planning sessions LIVE at home!
In today’s professional environment – even without a pandemic – it can be difficult to bring everyone to one geographical location for training. Not only do many agencies have shrinking education and training budgets, but the nature of our environment with telework and geographically dispersed employees makes it challenging. All of my live sessions can be presented virtually – in four or seven hour blocks – so you can learn from the comfort of your own home.
In-Person Seminars
Spend a day with me and your colleagues
Whether this is a seminar hosted by your agency, or you pay for a seat in one of my community classes, you’ll learn from a seasoned retirement specialist (aka me!) in an interactive environment surrounded by other federal employees with the same concerns, experiences, and benefits as you. I can also create one-off classes specifically tailored to your agency.
Success Stories
I TOLD HIM, “I KNOW THE PERFECT PERSON” AND GAVE HIM YOUR NAME
I ran into the training coordinator yesterday and he started "venting" about how he could not find anyone to provide high quality retirement training. Previous instructors couldn’t explain the topic to any level of detail. I remember you answering all kinds of tough questions (without being demeaning or making people feel dumb for asking) and getting rave reviews from all participants. I’ve scheduled A LOT of training. You have been - by far - the easiest to work with and always received the greatest reviews. I gave him your name.
WHAT IF YOU HAD A TUTOR TO COACH YOU THROUGH THE EXAM?
That’s what Deborah Hatch is. She will coach you through benefit decisions so that you will be able to take advantage of all opportunities that are available for you. Although she will answer questions for your unique situation she will NOT take the test for you. Only you know what’s best for your own circumstances and she can only present you options. I have greatly benefited from Debbie’s advice; the open season doesn’t seem as frightening as it once was.
ALL OF THE EMPLOYEES WHO ATTENDED GAVE THE SAME FEEDBACK: FANTASTIC
I wanted to sincerely and genuinely thank you from all of us for instructing the Retirement Training Seminar at Youngstown. I have attended a few of these classes over the years. Yours is the best. Please continue to do what you do, spreading the gospel, preparing our Federal Employees for their future. So many of us will benefit from your wealth of knowledge. We all look forward to working with you in the future!
THANKS FOR EVERYTHING
Your booklet is sitting on top of my keyboard at home and I have begun constructing my retirement spreadsheet. My wife and I will use it to plan/assessment our retirement options in the very near term. The class was valuable not only by presenting the nuts-and-bolts facts, but also by spurring us to think and plan.
Free "Roadmap to Retirement"
Things you need to know now and at every point until you retire.
We will never spam you or share your Email with anyone. If you are a federal employee, be aware many of the government firewalls will not allow the Benefits Blast to come through. You may wish to sign up with your personal email address.
86% of federal employees have less than $250,000 saved for retirement. (Source: Thrift Savings Program Congressional Report).
Overwhelmed and uncertain?
You’re not alone – and I’m here for you!
I know you’re afraid of being left by yourself in old age and not having enough money to take care of yourself. I’m here to tell you that saving for your retirement isn’t selfish, it’s actually really smart. I want you to feel confident that you can help your kids get through college, or that your grandchildren will be taken care of as they grow. You can do everything you want to and have the money to retire at the same time. But you have to make the first step – decide that you want a better future and know that the right support has arrived – I’m here and ready to help.
