This informative workshop is designed to help you better understand your federal benefits and begin preparing for retirement. We’ll cover FERS/CSRS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.
We will cover the following important topics:
President & Director of National Development
Mr. McCoy began his career in the financial services industry over 28 years ago. He began his career in Carrolton, Texas working with Federal employees with MetLife. Over the years he has held many positions in the financial services industry including Management Roles, Group Sales, Compliance, and Wholesaler. During that time, Shawn developed and presented public seminars on various financial and investment topics. He also spoke to thousands of representatives and organizations about insurance and investments.
Shawn is an experienced seminar speaker and trainer who travels throughout the United States conducting workshops for employees of all agencies of the Federal Government to help them take advantage of the retirement, life, health, and other benefits provided to them by the U.S. Government. Over the last 8 years he has spoken to over 15,000 Federal Employees. Shawn also works closely with local financial advisors to provide additional resources and comprehensive training for those who want to enhance their knowledge of the Federal benefits programs.
Investment advisory services are offered through BCJ Capital Management, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
*Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Financial products and services if recommended may include investment advisory fees, commissions and/or other charges.