For firms + teams
Request a proposal.
Private, custom-scheduled training for your firm — virtual or on-site, with a three-person minimum, co-branded with your team. Tell us a little about your group and we'll follow up with a proposal.
What to expect
Federal benefits training, built around your firm.
3-advisor minimum
Built for teams. Tell us how many advisors you'd like to train and we'll shape the engagement around your group.
Virtual or on-site
Live virtual delivery, or we come to your office. Choose the format that works for your team.
Scheduled for you
Custom-scheduled around your team's calendar rather than a public class date.
Co-branded
Co-branded with your firm, covering the federal-benefits curriculum: FERS, CSRS, TSP, FEGLI, and FEHB.
Pricing and specifics (including CE credit availability for a private session) are confirmed in your proposal.
