April 3, 2019
Navy Region Southwest - NB Point Loma
"Financial Planning Topics for Federal Employees"
Private seminar


March 14, 2019

Navy Region Southwest - NB San Diego
"CSRS/FERS Training"
Private seminar


March 13, 2019
Navy Region Southwest - Broadway Complex
"CSRS/FERS Training"
Private seminar


March 11-15, 2019
NAWCWD Pt. Mugu, CA
"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Mid-Career"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar


March 6, 2019
Navy Region Southwest - NB Point Loma
"CSRS/FERS Training"
Private seminar


March 6, 2019
Navy Region Southwest - NB Ventura County
"CSRS/FERS Training"
Private seminar


February 28, 2019  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"


January 14-18, 2019

NAWCWD China Lake, CA

"Federal Employee Retirement System - New Employee"

"Federal Employee Retirement System - Mid-Career"

"Federal Employee Retirement System - Planning for Retirement"

Private seminar


November 30, 2018  9:00am - 4:00pm
University of Phoenix, Ontario CA
"Federal Retirement Impact Workshop - Helping Federal Employees Understand the Financial Impact of Retirement Decisions"

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"


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


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












Upcoming Presentations

Past Presentations

Seminars & Speaking Engagements

Federal Employee Benefits Education 


April 29- May 1, 2019

NAWCWD China Lake, CA

"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar


May 6, 2019

Navy Region Southwest - NAS Lemoore

"CSRS/FERS Training"

Private seminar


May 15, 2019
Navy Region Southwest - NB Coronado
"CSRS/FERS Training"
Private seminar


May 16, 2019
Navy Region Southwest - NAS Fallon, NV
"CSRS/FERS Training"
Private seminar


May 23, 2019
Navy Region Southwest - NWS Seal Beach
"CSRS/FERS Training"
Private seminar


June 3-7, 2019
NAWCWD Pt. Mugu, CA
"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Mid-Career"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar


​June 21, 2019
Navy Region Southwest - El Centro
"CSRS/FERS Training"
Private seminar


June 27, 2019
Navy Region Southwest - Broadway Complex
"CSRS/FERS Training"
Private seminar


July 15-20, 2019
NAWCWD China Lake, CA
"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Mid-Career"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar


​August 1, 2019
Navy Region Southwest - NSA Monterey
"CSRS/FERS Training"
Private seminar


August 26-30, 2019
NAWCWD China Lake, CA
"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Mid-Career"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar


September 10, 2019
Navy Region Southwest - China Lake, CA
"Financial Planning Topics for Federal Employees"
Private seminar


​September 19, 2019
Navy Region Southwest - NB Coronado
"CSRS/FERS Training"
Private seminar


September 23-25, 2019
NAWCWD China Lake, CA
"Federal Employee Retirement System - New Employee"
"Federal Employee Retirement System - Planning for Retirement"

Private seminar