Socius Wealth

Socius Wealth Socius Wealth is a dedicated financial firm offering personalized, comprehensive financial plans, specializing in retirement planning and federal employees.
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Building a specialty requires more than learning another product. It requires the right level of education, support, and...
09/22/2026

Building a specialty requires more than learning another product. It requires the right level of education, support, and implementation guidance.

The Federal Blueprint Advisor Academy™ offers three ways to begin:

FBAA Core: $1,495
A 10-class training program with live instruction, study materials, worksheets, a final assessment, and an FBAA Certificate of Completion.

FBAA + Coaching: $3,495
Includes Core training, live advisor coaching, 10 federal lead opportunities, joint-work support, and implementation guidance.

Joint-Work Accelerator: $6,495
Includes the Coaching program, 30 federal lead opportunities, expanded joint-work support, and a 90-day implementation period.

Whether you need education alone or support building a federal market within your practice, there is an option designed for that stage of growth.

Compare the three FBAA programs:

https://sociuswealthmgt.com/federal-blueprint-advisor-academy

What if building a specialty gave you more than another product to sell?The right market can create more opportunity, mo...
09/22/2026

What if building a specialty gave you more than another product to sell?

The right market can create more opportunity, more confidence and a more rewarding practice.

Federal employees need financial professionals who understand how their retirement benefits work together.

The Federal Blueprint Advisor Academy™ was built to help advisors develop that specialized knowledge and turn it into a repeatable business opportunity.

Learn the market. Build the expertise. Grow the practice.

👉 Explore FBAA:
https://sociuswealthmgt.com/federal-blueprint-advisor-academy

What if building a specialty gave you more than another product to sell?The right market can create more opportunity, mo...
09/22/2026

What if building a specialty gave you more than another product to sell?

The right market can create more opportunity, more confidence and a more rewarding practice.

Federal employees need financial professionals who understand how their retirement benefits work together.

The Federal Blueprint Advisor Academy™ was built to help advisors develop that specialized knowledge and turn it into a repeatable business opportunity.

Learn the market. Build the expertise. Grow the practice.

👉 https://sociuswealthmgt.com/federal-blueprint-advisor-academy

How much of your traditional TSP should you convert to Roth?$25,000? $100,000? All of it- or nothing this year?There is ...
09/22/2026

How much of your traditional TSP should you convert to Roth?

$25,000? $100,000? All of it- or nothing this year?

There is no universal answer. The amount converted may affect your taxable income, tax bracket, Medicare premiums, available cash, and broader retirement strategy.

Join David Mares of Socius Wealth Mgt for a complimentary virtual workshop:

**The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting**

📅 October 6, 2026
🕚 11:00 a.m. Arizona/Pacific Time
🕑 2:00 p.m. Arizona/Pacific Time

Choose your preferred session and register here:

[INSERT TRACKED REGISTRATION LINK]



*For educational purposes only. This webinar does not provide individualized tax, legal, or investment advice.*

Federal employees: Are you considering moving money from your traditional TSP to a Roth account?A Roth conversion can cr...
09/18/2026

Federal employees: Are you considering moving money from your traditional TSP to a Roth account?

A Roth conversion can create tax consequences that are easy to underestimate. Before making a decision, it is important to understand how the conversion may affect your current taxable income and broader retirement strategy.

Join Socius Wealth Mgt for a complimentary virtual workshop:

**The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting**

**October 6, 2026**

Choose from two session times:

• 11:00 a.m. Arizona/Pacific Time
• 2:00 p.m. Arizona/Pacific Time

Space is limited. Choose your preferred session and reserve your seat:

https://links.sociuswealthmgt.com/sp/a5ecdca5153



*For educational purposes only. This webinar does not provide individualized tax, legal, or investment advice.*

Most financial advisors were never formally trained to navigate the federal retirement system.That does not mean they la...
09/18/2026

Most financial advisors were never formally trained to navigate the federal retirement system.

That does not mean they lack retirement-planning experience. It means federal employees bring specialized benefits and decisions that are not typically covered in general advisor education.

When a federal employee asks about FERS, TSP, FEHB, Medicare, survivor benefits, or how these decisions work together, the advisor should not have to learn while sitting across from the client.

The Federal Blueprint Advisor Academy™ was created to help close that training gap.

Learn the system. Strengthen the conversation. Be better prepared to serve the federal employee market.

Explore FBAA:

https://sociuswealthmgt.com/federal-blueprint-advisor-academy

A specialty can change the way you grow your practice.Instead of trying to speak to every possible prospect, specializat...
09/16/2026

A specialty can change the way you grow your practice.

Instead of trying to speak to every possible prospect, specialization gives you a defined audience, more relevant conversations, and a clearer reason for clients and professional partners to refer people to you.

Federal employees are a distinct market with retirement questions many financial professionals rarely encounter.

The Federal Blueprint Advisor Academy™ helps advisors develop the knowledge, process, and confidence to serve this market more effectively.

Build a specialty. Strengthen your value. Create new opportunities within your practice.

Explore FBAA and compare the available training options:

https://sociuswealthmgt.com/federal-blueprint-advisor-academy

Many financial advisors want to enter the federal employee market, but knowing where to begin can be the hardest part.Fe...
09/15/2026

Many financial advisors want to enter the federal employee market, but knowing where to begin can be the hardest part.

Federal employees face interconnected decisions involving FERS, TSP, Social Security, FEHB, Medicare, survivor benefits, taxes, and more.

Serving this market requires more than general retirement knowledge. Advisors need:

• Specialized education
• Confidence guiding federal-client conversations
• A repeatable planning process
• Support putting the knowledge into practice

The Federal Blueprint Advisor Academy™ was built to provide all four.

Explore the program and compare the available training options:

https://sociuswealthmgt.com/federal-blueprint-advisor-academy

Federal retirement isn't one decision. It's a system.FERS, TSP, Social Security, FEHB and Medicare can all affect the re...
09/14/2026

Federal retirement isn't one decision. It's a system.

FERS, TSP, Social Security, FEHB and Medicare can all affect the retirement conversation.

For financial advisors, understanding how these pieces work together can create an opportunity to serve a specialized market with greater confidence.

The Federal Blueprint Advisor Academy™ was built to help financial professionals understand the federal retirement landscape and turn that knowledge into a repeatable client process.

Learn the system. Build the confidence. Serve the market.

👉 Explore FBAA:
https://sociuswealthmgt.com/federal-blueprint-advisor-academy

09/13/2026

Financial advisors: Looking for a new market?

Federal employees have unique retirement questions, and advisors who understand this market have an opportunity to build a valuable specialty.

The Federal Blueprint Advisor Academy™ gives you the training, coaching and support to get started.

Ready to build your federal market?

👉 Explore FBAA:
sociuswealthmgt.com/federal-blueprint-advisor-academy

Address

Scottsdale
Phoenix, AZ

Telephone

+16023175332

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