Christina Kowalik

Christina Kowalik

US
A nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country.

Chris Kowalik is a nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country.

She is certified by Long Term Care Partners as an approved trainer for the Federal Long Term Care Insurance Program (FLTCIP) which is approved by the U.S. Office of Personnel Management.


She brings over a decade's worth of experience in the financial services industry and is the most trusted expert among financial professionals serving federal and postal employees.


As the developer of dozens of highly-regarded retirement planning materials for federal employees, Chris has also analyzed the challenging retirement scenarios for thousands of federal and postal employees – helping them to avoid costly mistakes, and highlighting opportunities for them to gain greater financial security in their retirement years.


Bringing extensive experience in one-to-one coaching, providing solutions to hundreds of challenging benefits cases, and conducting dozens of inspiring live training events – Chris has helped equip federal employees with confidence to make sound retirement planning decisions. That confidence is based on a clear understanding of how the benefits work, how they apply to the employee, and what financial impact the employee will feel from his or her decisions.


Because of Chris' background in the financial services industry, she knows first-hand the challenges that so many face as they plan for and approach retirement. She believes that helping employees to take ownership of their decisions—or lack of decisions—is the first step to making progress in meeting their specific retirement goals.


While federal benefits are often confusing and difficult to interpret, Chris is able to break down complex concepts into easy-to-understand language and shows employees how proactive benefit decisions can positively affect their overall financial situation.

Chris Kowalik is a nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country.

She is certified by Long Term Care Partners as an approved trainer for the Federal Long Term Care Insurance Program (FLTCIP) which is approved by the U.S. Office of Personnel Management.


She brings over a decade's worth of experience in the financial services industry and is the most trusted expert among financial professionals serving federal and postal employees.


As the developer of dozens of highly-regarded retirement planning materials for federal employees, Chris has also analyzed the challenging retirement scenarios for thousands of federal and postal employees – helping them to avoid costly mistakes, and highlighting opportunities for them to gain greater financial security in their retirement years.


Bringing extensive experience in one-to-one coaching, providing solutions to hundreds of challenging benefits cases, and conducting dozens of inspiring live training events – Chris has helped equip federal employees with confidence to make sound retirement planning decisions. That confidence is based on a clear understanding of how the benefits work, how they apply to the employee, and what financial impact the employee will feel from his or her decisions.


Because of Chris' background in the financial services industry, she knows first-hand the challenges that so many face as they plan for and approach retirement. She believes that helping employees to take ownership of their decisions—or lack of decisions—is the first step to making progress in meeting their specific retirement goals.


While federal benefits are often confusing and difficult to interpret, Chris is able to break down complex concepts into easy-to-understand language and shows employees how proactive benefit decisions can positively affect their overall financial situation.

Business Building Bootcamp

This unique session expands beyond technical benefits training to show financial professionals how to conduct more profitable meetings with every federal prospect and client, identify key sales opportunities, and leverage off of practical and proven tactics to help their clients make sound decisions.

CoachingAudience ActivityEducational / InformativeTechnical / Specific

Federal Retirement Impact Workshop

Chris Kowalik brings this training to life with a candid perspective on the financial impact of decisions made to prepare for retirement.  She empowers thousands of federal employees through live training, and consistently inspires confidence in the classroom.  She helps employees have a clear understanding of how the benefits work, how they apply to the employee, and what financial impact the employee will feel from his or her decisions.  

Retirement/AgingAudience ActivityEducational / Informative

Niche Marketing in Financial Planning

This program helps financial professionals to see the impact that niche marketing can have on their business strategies and ultimate sales.

Chris Kowalik works with financial professionals throughout the country who have chosen to specialize their practices to work with the  niche market of federal employees.  This specialization allows them to provide expert financial advice to their core clients, and capitalize on the advantages of working with a niche market strategy.

CoachingEducational / Informative