FEDERAL BLUEPRINT ADVISOR ACADEMY™
Build the Knowledge and Confidence
to Serve Federal Employees
Gain practical federal retirement knowledge, strengthen your client conversations, and build a repeatable process for serving the federal employee market.
Federal Employees Have Different Questions.
Are You Prepared to Answer Them?
Federal employees face retirement decisions involving FERS, TSP, Social Security, FEHB, Medicare, FEGLI, survivor benefits, taxes, and more. For advisors, understanding how these benefits work together can make the difference between a general retirement conversation and a confident federal retirement strategy.
FERS + TSP
Understand how federal pension benefits and the Thrift Savings Plan work together to support retirement income.
FEHB + Medicare
Navigate federal health benefits and Medicare decisions as clients transition into retirement.
Social Security + Protection
Connect Social Security, survivor benefits, FEGLI, and protection planning as part of the overall retirement strategy.
What You'll Learn in the Federal Blueprint Advisor Academy™
A practical 10-class training program designed to help advisors understand federal retirement benefits, identify planning opportunities, and confidently guide federal employees through important retirement decisions.
Federal Retirement Foundations
Understand how the major federal benefits work together in retirement planning
Retirement Income Planning
Learn to identify the key factors that shape a federal employee's retirement income.
TSP & Social Security Strategy
Build confidence discussing two of the most important components of federal retirement.
Healthcare & Protection Planning
Understand the role of federal health, Medicare, survivor, and protection benefits.
Tax & Legacy Considerations
Recognize important planning conversations that may arise before and during retirement.
The Federal Client Conversation
Learn a repeatable process for turning complex federal benefits into clear client conversations.
More Than Federal Retirement Education
The Federal Blueprint Advisor Academy™ is designed to help advisors turn federal retirement knowledge into confident client conversations and a repeatable process for serving the federal employee market.
Practical Advisor Training
Learn federal retirement concepts through an advisor-focused approach built around real client conversations.
A Repeatable Process
Develop a structured approach for navigating federal retirement discussions from the first conversation through planning.
Training Beyond the Classroom
Select programs include live coaching, federal lead opportunities, joint-work support, and implementation resources.
Choose Your Academy Experience
Choose the level of training, coaching, and implementation support that best fits how you want to build your federal practice.
OPTION 1
FBAA Core
$1,495
10-Class Advisor Training
Study Guide & Worksheets
Instructor-Led Live Sessions
Final Assessment
FBAA Certificate of Completion
OPTION 2
FBAA + Coaching
$3,495
Everything in FBAA Core
Live Advisor Coaching
10 Federal Lead Opportunities
Joint-Work Support
Implementation Guidance
OPTION 3
Joint-Work Accelerator
$6,495
Everything in FBAA + Coaching
30 Federal Lead Opportunities
90-Day Implementation Period
Expanded Joint-Work Support
Accelerated Practice Implementation