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In the News

A Checklist for Advisors Assisting Federal Employees

By Rob Burgess March 25, 2025 Financial Planning

Layoffs, deferred resignations and unexpected retirements have created uncertainty for federal employees, but this presents an opportunity for financial advisors to offer support. Advisors can also inform clients about a free CFP Board webinar on March 27: "Managing Your Finances in Uncertain Times: Resources for Federal Government Employees."

Read more at Financial Planning

Financial Planning
Rob Burgess
March 25, 2025