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US Secret Service seeks financial planning expertise

Financial advisers have been offered the opportunity to indirectly provide security to the President of the United States, with the US Secret Service announcing it will introduce financial planning classes for employees.

Issuing a request for quote (RFS) on 8 February, the law enforcement agency – which is tasked with the personal protection of senior political figures, including the President – is seeking the services of a financial planning ‘vendor’ to conduct seminars on financial literacy and retirement planning for agency recruits.

The Secret Service is seeking applications from the industry, one of which will be successful in obtaining a blank purchase agreement with the government for the fiscal year 2013, with the option of extending the contract.

According to a statement of work released by the agency, classes will focus on government retirement systems and pension options, Social Security, legal and estate planning, second career planning and general financial literacy.

Ideally, applicants will have experience in providing training to public sector personnel, the statement of work said.

Applicants have until 19 February to ask questions about the program and must lodge applications before 28 February in order to be considered.