Financial Wellness

Understanding your Benefits Statement – What to Look For

Do you know everything about your powerful Federal benefits and how they can best enhance your financial plans?

Justin Holtz CFP® with District Financial Advisors considers this to be the best kept secret for Federal Employees. Let him help you understand the impact of your benefits on your entire financial plan. He’ll go over each of the sections and share how your benefits do more than just cover you.  Find out the impact of things such as TSP, Social Security's Old Age and Survivors Disability Insurance (OASDI) ). So no matter if we’re talking about your Total Compensation Plan, Earnings and Benefits Summary or a Personal Benefits Statement, this is a session you don’t want to miss. 

Reserve Your Spot Here!

Presented by: Justin Holtz - Certified Financial Planner – CFP®, Managing Director, District Financial Advisors

NOT NCUA/NCUSIF INSURED| NOT GUARANTEED BY THE CREDIT UNION|
|NOT A DEPOSIT OF THE CREDIT UNION| NOT INSURED BY ANY GOVERNMENT AGENCY|MAY LOSE VALUE|

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL financial or its licensed affiliates.

FedChoice Federal Credit Union and FedChoice Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.