Federal employees are approaching some of the most consequential decisions of their financial lives. Tag Gambatese and GTG Wealth Management built the curriculum, tools, and case-review support that let an advisor become the trusted second opinion — without building the specialty alone.
Agency benefits staff can explain plan rules — but not a household's integrated choices. A rollover isn't automatically an improvement. Federal employees know it, and they're already asking for a second opinion before they act.
GTG Wealth Management isn't a course vendor. It's a working, fee-only fiduciary firm with roots reaching back to 1967, built on the principle of education before recommendation — a second opinion federal employees can actually trust.
Tag Gambatese built this program out of the same discovery questions, checklists, and case-review process GTG uses with real federal-employee clients every week. You're not learning theory. You're getting the operating system of a practice that already does this work.
Complete the core curriculum and build your federal-retirement question set.
Choose a workplace audience, adapt the event materials, practice the assessment.
Host a first conversation, offer second opinions, review cases with GTG.
GTG's model depends on direct access — case review, office hours, a real relationship with the program, not a self-paced video library sold to thousands of advisors at once. That only works if the cohort stays small. Once it fills, the next one won't open for months.
We're looking for advisors who are already licensed and practicing, fee-only or fee-based, and serious about building a documented, defensible specialty rather than chasing a single rollover conversation.
Tag Gambatese walks through the complete curriculum, the case-review model, and exactly how the first cohort is being selected — live, direct from the advisor who built it. Registration is free and takes under a minute; seats are confirmed in the order registrations arrive.
Presented in connection with GTG Wealth Management's session at the DWS Conference.
No. The program is built for licensed, practicing fee-only or fee-based advisors ready to build a documented specialty. Cohort seats are limited and allocated after the webinar.
Program terms and compensation are established individually with each advisor. Details are covered in the webinar and the application process.
No — the 90-day activation path is designed to take you from zero federal-benefits fluency to your first hosted conversation.
Attendance at the live session is what unlocks early access to the cohort application. If the date doesn't work, contact GTG directly at [email protected] to ask about the next session.