CFP ChFEBC AIF
Background
Brennan graduated from Virginia Tech's CFP Board-Registered program, one of the most rigorous
undergraduate financial planning programs in the country. He co-founded PlanWell to give federal
employees access to the kind of fee-based, fiduciary planning that most private-sector families
take for granted.
Areas of Expertise
- FERS pension planning and retirement date optimization
- TSP allocation strategy for career federal employees
- FEHB plan selection, coordination with Medicare, and open season strategy
- Fiduciary investment planning for federal retirees
- Survivor benefit election modeling
- Tax-aware withdrawal sequencing in retirement
Workshops and Education
Brennan leads the live Q and A portion of PlanWell's free three-hour FERS Retirement Workshop.
He answers attendee questions in real time on anything from FERS supplement earnings limits to
how to handle a partial TSP rollover. More than 10,000 federal employees have attended the
workshop across all sessions.
