Who We Are

Erica is a retirement planning specialist with over 15 years of experience. She partners with Estate Preservers to deliver holistic retirement and estate strategies, and she specializes in Private Pension Plans (PPP) for clients seeking tailored pension guidance.

Meghan brings 15+ years of retirement planning experience and works alongside Estate Preservers to align client retirement goals with estate considerations. Her focus is Private Pension Plans (PPP) and individualized transition planning.

Together, Erica and Meghan combine 30+ years of retirement planning experience and, in partnership with Estate Preservers, provide expert guidance on Private Pension Plans (PPP) and long-term retirement readiness.

Free Live Webinar for Federal Employees

Unlock the Benefits You’ve Earned as a Federal Employee

Avoid costly mistakes with your TSP, pension, and survivor benefits. In this 45-minute session, you’ll get a plain-language roadmap to retire confidently on your federal benefits without guessing or Googling.

Date: Friday, April 24 · 6:30 PM ET
Format: Live online session with Q&A

How to coordinate your FERS pension, Social Security, and TSP so your income lasts.
The 3 most common mistakes federal employees make within 5 years of retirement.
How to protect your loved ones with FEGLI, survivor benefits, and supplemental coverage.
Simple steps you can take this year to potentially save tens of thousands over retirement.

Save FUTURE Seat

Limited to 100 live seats to keep Q&A personal.

Reserve Your Spot

Enter your best email to receive your unique webinar link and reminders.

You’ll also receive our Federal Employee Drip series with step-by-step guidance on maximizing your benefits. You can unsubscribe anytime.

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What You’ll Learn in 45 Minutes

A concise, no-fluff walkthrough of the decisions that matter most for your federal retirement and protection plan.

Segment 1 · Understanding Your Federal Benefits

Break down your FERS basics in clear English: pension formula, High-3, cost-of-living adjustments, and what happens if you leave early.

Segment 2 · TSP & Investment Strategy

How to think about TSP allocations by age and risk tolerance, Roth vs. Traditional, and withdrawal strategies that can help your savings last.

Segment 3 · Insurance & Survivor Protection

When FEGLI, survivor benefits, and supplemental coverage make sense—and when they don’t—so your family is protected without overpaying.

Bonus · The Federal Employee Drip Plan

See how our ongoing guidance package works after the webinar—short, actionable check-ins that walk you through each major decision over time, not all at once.

Is This Webinar for You?

Federal Employee Drip is designed specifically for current and former federal employees who want clear, conflict-free guidance on their retirement and insurance decisions.

Approaching Retirement (5–10 Years Out)

You want to understand how your FERS pension, TSP, and Social Security will work together—and what to do now to avoid surprises later.

Mid-Career & Early Career Feds

You’re not retiring soon, but you want to make smarter decisions with TSP allocations, FEGLI, and creditable service while you still have time to adjust.

Spouses & Family Members

You’re involved in financial decisions and want clarity on survivor benefits, health coverage, and how your household income will look in retirement.

What Other Federal Employees Are Saying

Names and identifying details may be modified for privacy, but every story reflects real outcomes from real federal households.

“I was 18 months from retirement with 25+ years of service and still felt in the dark. This webinar helped me see exactly how my pension and TSP would translate into monthly income. It was the first time I felt confident about the date we picked.”

Angela, GS-13, Department of Justice

“We had no idea how much we were overpaying for insurance. The session helped us understand FEGLI vs. private options and what survivor benefits we actually needed. We redirected those savings right back into our TSP.”

Marcus & Dana, Federal Couple, 22 & 19 Years of Service

“The Federal Employee Drip emails after the webinar have been a game changer. Bite-sized actions, one at a time, so we don’t get overwhelmed. We’ve checked off more in 3 months than we did in the previous 3 years.”

James, USPS Letter Carrier, 17 Years of Service

Frequently Asked Questions

Still not sure if the Federal Employee Drip webinar is right for you? Here are answers to the questions we hear most.

Will this webinar try to sell me something?

The primary goal of the webinar is education. We’ll walk through the key decisions federal employees face and how to approach them. At the end, we’ll briefly explain our Federal Employee Drip guidance package for those who want more hands-on help, but there is no obligation or high-pressure pitch.

Is there a cost to attend?

No. The webinar is 100% free for federal employees and their spouses. If you choose to work with us afterward, we’ll be very clear about any planning or insurance costs before you make a decision.

I’m more than 10 years away from retirement. Is this still useful?

Yes. Many of the most impactful decisions—like how you contribute to TSP, when to buy or adjust insurance, and how you track your service history—happen well before retirement. The earlier you understand your options, the more flexibility you have.

Will you talk about my specific agency or union rules?

We focus on the federal rules and frameworks that apply broadly, but in Q&A we’ll address common variations by agency or position. For highly specific questions, we may invite you to schedule a no-cost follow-up call so we can review your situation in detail.

What if I can’t attend live?

Register anyway. If a replay is available, we’ll send it to everyone who registered. Live attendance is recommended so you can ask questions in real time, but we understand schedules can change.

Federal Employee Drip is an educational resource and does not represent the U.S. Office of Personnel Management (OPM) or any federal agency. This content is for informational purposes only and should not be considered individualized tax, legal, or investment advice.