Congratulations 🎉
Your Federal Retirement Appointment Has Been Booked!

To help us make the most of our time together, please review the steps below:

Step 1) Check your email for the calendar invite.


Step 2) A representative will contact you shortly to confirm the appointment. Please keep your phone available.

Step 3) Please show up your appointment on time and prepared

Frequently Asked Questions

Get your questions answered below.

What happens next?

1) You’ll receive a calendar invite sent to your email. Please confirm it.

2) Your dedicated retirement specialist will reach out to introduce themselves via the number your provided.

3) Please come prepared for the appointment. You’ll be called at your scheduled appointment time.

Will I receive a call at the time I scheduled the appointment?

Yes. A representative will call you at the scheduled time using the phone number you provided.

Where can I find the calendar invite for the appointment?

A calendar invite was sent to the email address you used when booking. Please check your inbox (and spam folder, just in case).

Will a federal employee retirement specialist contact me before the appointment?

Yes. Your dedicated retirement specialist will reach out ahead of time to introduce themselves, answer any questions, and confirm the appointment.

What if I need to reschedule?

You can reschedule directly using the link in your calendar invite or confirmation email. You will have a dedicated retirement specialist reach out before the meeting to introduce themselves, and you can coordinate any changes with them via text, email, or phone.

What if I have a specific question I’d like answered before the appointment?

If you have any specific questions, your dedicated retirement specialist will be happy to help. You can reach out to them directly by replying to their text, email, or phone call prior to the appointment.

Testimonials

John Doe

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Jane Doe

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.