Federal Executives: It’s a New Administration.
Stressed? Frustrated? Worried?
Learn what you need to know to prepare for and retire from federal service with confidence. Join Shawn Steel, J.D., CFP® and Andrew Chaffee, CFP® as they discuss insights for federal executives and professionals preparing for retirement. Learn about:
- Federal pensions
- Retiring from federal service
- Replacing your paycheck in retirement
- Investment strategies for retirement and financial disclosures
- And much more
Shawn Steel, J.D., CFP® will lead the class, and he has over a decade of experience counseling federal executives and professionals on retirement planning and financial disclosures. Class attendees can register for a complementary 15-minute consultation with a fee-only financial planner. Quantities are limited. Want to discuss your retirement plans? Need help reducing your financial disclosure requirements? Register today.
If you cannot attend live, no problem. Sign-up and we will send a link to view the recording. We're offering two sessions to give you flexibility, so you can choose the time that works best for your schedule:
Our Speakers
Shawn Steel, J.D., CFP®
Senior Financial Planner - Apella Wealth
Shawn Steel is a CFP® practitioner and advises clients on retirement planning, tax planning, investments, and federal employee financial disclosure requirements. He also supervises preparation of financial disclosure forms for federal employees and advises clients retiring from federal service on the retirement process. Shawn has served as a Subject Matter Expert for the Certified Financial Planner Board of Professional Standards and has been quoted in NARFE magazine. Previously, Shawn practiced law in private practice and a federal agency setting.
Andrew Chaffee, CFP®
Financial Planner - Apella Wealth
Andrew is a CFP® professional who advises clients on retirement planning, tax strategies, portfolio construction, and employee benefits. He has a special focus on helping transitioning military personnel navigate their financial future. Before Apella, Andrew spent nine years in the defense contracting industry in roles spanning sales, business development, and operations. He also served seven years as a U.S. Navy Explosive Ordnance Disposal (EOD) officer. Andrew holds an MBA from Georgetown University and a B.S. in Environmental Science from the University of Notre Dame.