The Federal Retirement Advisor Blueprint
Discover how financial advisors are building authority, attracting qualified federal employee clients, and growing their practice by specializing in one of America's most overlooked retirement markets.
A retirement market most advisors never learn to serve
Federal employees have retirement benefits unlike any private-sector client — and most advisors were never trained to speak their language. This training shows you what's changing and how to step into the gap.
One of America's largest markets
Learn why federal employees represent one of the largest, most consistent retirement opportunities in the country.
FERS, TSP, FEHB & survivor benefits
Get a working understanding of the benefit systems that govern how federal clients actually retire.
Stand apart from generalist advisors
Learn how specializing gives you a clear, defensible edge in a crowded advisor marketplace.
The Advisor Rescue framework
See the exact framework advisors are using to build authority and win federal clients, step by step.
Who this training is for
This session is built for practicing professionals ready to specialize — not a general investing overview.
Perfect for
- Financial advisors
- Insurance agents
- Retirement specialists
- Advisors wanting to specialize
Not for
- Consumers
- Students
- General investing beginners
What you'll learn
Five modules that walk you from the opportunity itself to your next practical step.
The Federal Opportunity
Why federal employees represent a uniquely large and underserved retirement planning market.
Why Most Advisors Miss It
The common blind spots keeping capable advisors from ever entering this market.
The Advisor Rescue Framework
A structured approach for building credibility and a client pipeline in the federal space.
Real Advisor Examples
See how advisors have applied this approach in their own practices, in their own words.
Next Steps
Exactly what to do after the training to start applying what you've learned.
Meet your presenters
Kevin Ross
Founder, Advisor RescueKevin founded Advisor Rescue to help financial professionals build focused, defensible practices. He has spent years helping advisors move from generalist prospecting to specialized, referral-driven growth.
Tim
Business Partner & Federal Retirement ExpertTim specializes in the federal benefits system — FERS, TSP, FEHB, and survivor benefits — and works directly with advisors to translate that expertise into a repeatable client acquisition process.
Save your spot for the live training
Seats are limited and this session is offered live. Register now to hold your place.
- 100% free to attend
- Live training with Q&A
- Built specifically for advisors
Frequently asked questions
The live session runs approximately 60 minutes, including time for live questions at the end.
Yes. This training is completely free to attend — there is no cost to register or join.
A replay will be made available to registered attendees for a limited time after the live session.
Financial advisors, insurance agents, and retirement specialists who want to add a federal employee specialty to their practice.
You'll get clear next steps for applying what you learned, along with information on additional resources if you'd like to go deeper.
Ready to Discover the Federal Retirement Opportunity?
Reserve your seat now — space is limited and this training is offered live.
Reserve My Seat