Client Appreciation TinCaps Baseball Game
Aug
12
to Aug 27

Client Appreciation TinCaps Baseball Game

Mark your calendars! Join us for an evening of food, baseball, and giveaways!

Tuesday, August 12th

Gates open at 5:35pm and the game begins at 6:35pm against West Michigan Whitecaps.

OR

Wednesday, August 27th

Gates open at 5:35pm and the game begins at 6:35pm against Dayton Dragons.

We look forward to seeing you and your friends and family!

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Federal Benefits Webinar
Jun
10
11:00 AM11:00

Federal Benefits Webinar

Join us on Tuesday, June 10th at 11:00am EST for a free, exclusive retirement planning webinar created specifically for federal employees. In just two hours, you’ll gain valuable insights into the benefits and programs that directly impact your retirement—and learn how to navigate them with confidence.

We will cover essential topics, including:

  • FERS & CSRS Annuity Calculations

  • Special Retirement Supplement (SRS)

  • Coordinating Social Security Benefits

  • FEHB & Medicare Integration

  • FEGLI Coverage Options at Retirement

  • TSP Withdrawal Rules & RMD Strategies

  • Early Retirement (VERA) Considerations

  • RIF (Reduction in Force) Updates 

Whether retirement is around the corner or still a few years away, this session will equip you with the knowledge and tools to make smart, informed decisions.

Space is limited — reserve your spot now by clicking the registration link below!

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.