This informative workshop is designed to help you better understand how your federal benefits fit into your retirement income plan, 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:
Founder and President of RetireMeSecure
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 retirement goals and aspirations. She has expertise in helping retirees work toward optimizing their social security benefits, preserving their assets, increasing their income, and becoming more tax efficient. Her practice focuses on helping pre-retirees and retirees avoid some of the most common financial and retirement 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 stability through a comprehensive lifelong financial planning process. She believes that individual financial stability in turn builds family stability, and a strong community to live, grow, and raise our families in.
There are no warranties implied.
Motiv8 Investments is an investment adviser located in Florida. Retire me Secure is DBA Motiv8 Investments. Motiv8 Investments may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Motiv8 Investment’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Motiv8 Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as Motiv8 Investments’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Motiv8 Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Motiv8 Investments, please contact the state securities regulators for those states in which Motiv8 Investments maintains a registration filing. A copy of Motiv8 Investments’ current written disclosure statement discussing Motiv8 Investments’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Motiv8 Investments upon written request. Motiv8 Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Motiv8 Investments’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Your Federal Retirement and Kayla Clark are not affiliated with the U.S. Federal Government and is not sponsored or endorsed by any governmental agency. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. By responding and or providing information on this site you may be contacted by a financial or insurance professional.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Retire me Secure and individually licensed and appointed insurance agents.