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:
Kayla began her career in the financial services industry in 1998 as an Investment Advisor. She brings 22 years of financial planning experience as consultant to her clients. Kayla is the founder and President of RetireMeSecure. Kayla believes that communication and interaction with her clients on a regular basis is key to understanding the financial planning needs and helping them realize their dreams and aspirations. She is an expert in helping retirees work toward optimizing their social security, preserving their assets, increasing their income, and becoming more tax efficient. Her practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.
Kayla has consistently pursued knowledge and education through The American College of Financial Planning and has acquired 4 Industry Professional Designations: Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®).
This knowledge shared with clients empowers them to make well informed decisions throughout their planning experience, and throughout their life. She enjoys working with her clients and brings a strong commitment to financial security through a comprehensive lifelong financial planning process. She believes that individual financial security in turn builds family security, and a strong community to live, grow, and raise our families in.
There are no warranties implied.
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