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Which Topic Is Most Important to You Right Now?

Choose one free training session (or attend both!)

💰

I'm confused about my TSP investments

Get clarity on Traditional vs Roth, fund allocation, and withdrawal strategies

1-hour training • Friday, March 27
🎯

I need the complete retirement picture

Pension timing, TSP, FEHB, Medicare, survivor benefits, and tax planning

3-hour comprehensive workshop • Friday, February 27
📞

I have specific questions about my situation

Skip the webinar and schedule a personalized 1-on-1 strategy call

Free consultation with a CFP®

All options are 100% free with no obligation

PlanWell Financial Planning

Helping federal employees retire with confidence since 2004.

David Fei: 301-388-5489

Brennan Rhule: 571-543-2783

Company

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Locations

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  • Reston, VA Office
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Resources

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Get Started

  • Book a Call
  • FERS Workshop

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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