May 8-9, 2018
US Forest Service Wildland Firefighter Training Center - New Employee Orientation
'Thrift Savings Plan and Retirement'
Sacramento, CA

May 10, 2018  3:30-5:30
Dept of Aggriculture - US Forest Service New Employee Orientation
'Thrift Savings Plan and Retirement'
Chattanooga, TN


March 10, 2018  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


February 21, 2018  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


January 29, 2018  7:45am - 10:45am, 1:00pm - 4:00pm

Wildland Fire Apprenticeship Program

"Thrift Savings Plan and Retirement"

Sacramento, CA


November 6, 2017  7:45am - 10:15am, 1:00pm - 3:30pm

Wildland Fire Apprenticeship Program
"Early Career Action Steps"
Sacramento, CA


November 3, 2017  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


September 7, 2017  7:30am - 9:00am

San Gabriel Valley CalCPA Society  

West Covina, CA

"Financial Planning for Federal Employees"


August 24, 2017  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

May 8-11, 2017
Wildland Firefighter Training Center - New Employee Orientation
'Thrift Savings Plan and Retirement'
Sacramento, CA


May 3, 2017  9:00am - 4:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


April 11, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

March 21, 2017 8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

March 14, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA

February 21, 2017  8:15am - 10:45am, 1:30pm - 4:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA


January 25, 2017  8:30am - 3:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


November 16, 2016  10:30am - 12:00pm
Wildland Firefighter Apprenticeship Program 
"Early Career Action Steps"
Sacramento, CA


October 13, 2016  8:30am - 3:00pm  
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

August 18, 2016  7:15am - 8:30am
Holiday Inn, West Covina
"How Current World Affairs are Affecting Individual Investors"
East San Gabriel Valley Chapter - CPA Society










Upcoming Presentations

Past Presentations

Seminars & Speaking Engagements

Federal Employee Benefits Education 

May 30 & June 1, 2018
United States Air Force Plant 42
Palmdale, CA
Federal Employee Benefits Education Workshop
Private seminar


September 13, 2018  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

All agencies welcome.
Reservations Required -
Make a reservation