At Ann Vanderslice - Retirement Planning Strategies, we hold educational seminars for federal employees that feature information on topics of interest to federal employees and retirees such as CSRS, FERS, Thrift Savings Plan, Social Security, Medicare, life insurance, retirement income strategies and annuities. Our seminars often include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on current federal employee and retiree issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.
Note: Registration for many of our classes is handled by the Colorado Federal Executive Board. You can find more information at https://colorado.feb.gov/events-training/retirement-classes/ under “Events.”
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC
Advisory services offered through CL Wealth Management LLC [CLWM]
60 Broad Street, Suite 3402, New York, NY 10004, 888.992.2268.
Ann Vanderslice Retirement Planning Strategies is not controlled by a subsidiary of CLS or CLWM.*
Check the background of this financial professional on FINRA's BrokerCheck.