Details for Wealth Management training

Waterford Wealth Management serves Federal agencies with retirement training that fits their needs. Workshops provide critical mastery of the Thrift Savings Plan, FERS/CSRS Plans, and Federal Benefits, in combination with frequently overlooked opportunities available to their employees. We offer a long list of presentations available for federal agencies including but not limited to retirement, education planning, insurance planning, social security strategies, Medicare, and estate planning. We are a full-service financial planning practice that offers investment management, insurance solutions, and estate planning. Our mission is to encourage and motivate individuals to pursue the best retirement possible. President and co-founder of the company, David Voorhees, CRPC®, has led seminars and workshops together with a successful advisory practice and team since 2011.

Contact David Voorhees, davidvoorhees@waterfordwealthmanagement.com, (301) 876-4282

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