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Thank you for requesting a one-on-one appointment with Mike. Please click the button below to schedule your appointment.

SCHEDULE APPOINTMENT

Before you go! We have one more thing to ask of you. Are you willing to take a brief survey about your seminar experience? Don't worry, it'll be completely anonymous. Just fill out the survey below if you'd like to participate, it shouldn't take longer than 5 minutes. If a topic was not covered in your seminar, please leave that section blank.

FERS & CSRS Retirement: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of your total compensation:
Your knowledge of the value of benefits in a FERS career and retirement:
Your agenda for improving your financial preparedness for retirement:

FERS Benefits: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of FEHB insurance eligibility rules now and in retirement:
Your awareness of tools available for Open Season FEHB choices:
Your knowledge of medicare and how it works with FEHB:

FEGLI Benefits: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of FEGLI insurance costs now and in retirement:
Your knowledge of FEGLI advantages and disadvantages:
Awareness of your need for life insurance and alternative sources for coverage:

FSA Benefits: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of advantages/disadvantages of separation from service rules:
Your knowledge of eligible expenses, how to anticipate them and create savings:

FLTCIP Benefits: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of when and how to enroll, and who is eligible to enroll:
Your knowledge of how to use the website and make FLTCIP affordable:
Your knowledge of how to determine LTC expenses and if insurance is needed:

TSP: Provide a score from 0 (no improvement) to 5 (great improvement)

The goal is to let us know how much improvement you've made in your understand of the subject matter.
Your knowledge of how TSP investments can work for you:
Your knowledge of how to use the TSP withdrawal and loan rules:
Your knowledge of how to choose the best TSP portfolio for you:

The Instructions: Please provide each item with a score from 0 (poor) to 5 (excellent)

Presenter Preparedness:
Presenter Knowledge Level:
Presentation Skill: