Rick is a Sr. Financial Advisor and Licensed Federal Retirement Consultant at New Perspective Financial Solutions. He holds the National Social Security Advisor (NSSA®) and Federal Retirement Consultant (FRC℠) designations, specializing in retirement income planning, Social Security optimization, and tax-efficient strategies tailored to each client’s unique situation.
Rick’s community roots run deep. He is a charter member of the Downtown Silver Spring Rotary Club, a member of Leadership Montgomery, a distinguished member of Alpha Phi Alpha Fraternity, Inc., and a member of the Faith and Finance Ministry at Kingdom Fellowship AME Church. He believes financial empowerment belongs to everyone — and he shows up to prove it.
1 topic · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Rick contacts you to discuss the details of the request.
Federal employees have one of the most valuable retirement packages in the workforce — and one of the most misunderstood. This seminar is designed specifically for federal workers under FERS who want to understand what they’ve actually earned and how to maximize it. We’ll cover your pension calculation, TSP distribution strategies, FEHB options in retirement, and how to coordinate your federal benefits with Social Security for the highest possible lifetime income. Most federal employees retire without a clear picture of what their benefits are worth. This presentation changes that.
Free Speakers Washington D.C. is a pro bono speakers bureau. Since 2018, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Washington D.C. area. Browse the full list to book a free guest speaker in Washington D.C., or learn more about how it works.
