Free Speakers DMV is a pro bono speakers bureau. These Financial presentations are given free by local guest speakers to federal agencies, civic associations, libraries, schools, senior centers and workplaces across the DMV. There are no fees, no honorarium and no mileage costs.
This financial seminar will educate you on how to maximize your social security. We will discuss strategies to pay the least amount of taxes on your social security along with how to properly claim off your spouse. Participants will leave this event with better knowledge on how social security incorporates with their retirement.
This informational seminar is designed for Federal Government workers under the FERS system who are retiring within the next 5 years. We will discuss the TSP options, how to maximize your pensions, and how to incorporate Social Security into your retirement.
Vanessa Patterson is a financial advisor dedicated to helping individuals navigate the transition from their working years into retirement with confidence. She works closely with clients to create personalized strategies focused on income, lifestyle goals, and long-term financial security. In today's presentation, Vanessa will discuss key considerations for those preparing to retire in the near future and the steps they
On top of the difficultly you may face getting your finances in order, picking the right planner is another challenge all on its own. We'll go over the keys to building a solid financial plan, and highlight how important it is to work with someone who is independent, has no conflict-inducing commissions to work for, and has no proprietary products
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
Even if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings can cause massive stress, and it’s one of the key reasons why people make panicked investment decisions. That’s why it’s so critical to change your mindset about investing. In this talk, I cover the importance of achieving
Of course, you know procrastination doesn't forestall the inevitable; it just means you will be unprepared. We know life is full of change and that all of us face end-of-life issues. To help prepare for a good death, here are some questions to consider with your loved ones, friends and advisors.
This educational presentation will teach attendees the most important components to create a successful retirement. We will discuss strategies on how to create multiple income streams(including social security), how to pay the least amount of taxes on their hard earned money, and how to make sure their money lasts. Participants will leave this event with more clarity and confidence about
In this talk, I cover the importance of growing your assets safely and responsibly. Everyone knows to save for retirement. But often, even affluent individuals and families aren’t convinced they’re on the right track. That’s because most financial advice focuses on playing defense. But when it comes to investing, a good offense is a FAR better choice. These days, it's
Do you really need a Last Will and Testament? What is a trust? What are the documents needed to protect you and your loved ones in case of incapacity? Learn what you need, how to find a lawyer, and how much it will likely cost to get an estate plan.
Vanessa Patterson is a dedicated financial advisor committed to helping individuals and families build confidence in their financial future. With a focus on retirement planning, she works closely with clients to develop personalized strategies designed to support their long-term goals. Today, Vanessa Patterson will share insights on retirement considerations unique to women and strategies to help them prepare for a
This educational presentation is tailored to Federal Government workers within the FERS system who are retiring within the next 3-5 years. The goal is for attendees to leave with clarity on how to maximize their pensions, carry on their benefits after retirement. and utilize their TSP so they don't run out of money.
You have the highs and lows in your business. You wondered why running a business seems like charging up an uphill battle most of the time. You know what it takes to be successful, but the results do not correlate with the level of knowledge you possess, nor the level of enthusiasm you have. You may seem successful from the
