Federal Benefits Workshop
This FREE workshop takes a no-nonsense approach to understanding the impact of federal benefit elections throughout your career. During this workshop, our experienced professionals will break down each individual benefit, while giving some case studies to understand the intricacies of the decisions you may face. Because this training is offered through a government contactor on the GSA Schedule, it qualifies for paid time off (with manager approval) using SF-182.
Topics include:
- CSRS/FERS Pension
- Survivor Benefit Plan (SBP)
- Social Security (SS)/Special Retirement Supplement (SRS)
- Federal Employee Group Life Insurance (FEGLI)
- Federal Employee Health Benefit Program (FEHB)
- Federal Long Term Care Insurance Program (FLTCIP)
- Thrift Savings Plan (TSP)
Personalized Benefits Report
Take a dive into YOUR potential retirement figures! In this two-meeting approach, we create a FREE personalized benefits report to thoroughly cover every benefit topic in the workshop and illustrate how your election options play out over the next 20 to 30 years. By getting to see YOUR estimated numbers, this eye-opening process creates the foundation of diving deeper into determining which benefit elections fit with your financial goals.
Retirement Planning Consultation
What are your goals for retirement? Do you know your probability of success? Through our systematic retirement planning process, we use a three-pronged approach to identify weak points in your current plan and give you a preview of your whole retirement picture. Finally, we will provide some recommendations for improving your plan.
Retirement Application Review
Approaching the end of your federal service? Let our team do a complimentary review of your application for common errors & omissions that may delay OPM finalizing your benefits.
6 Questions Government Employees Should Be Asking
Making the transition from the workforce to retirement can be demanding. After years in the public sector, you’re ready to settle into a more comfortable and leisurely lifestyle. As professional financial advisors, we understand the challenges that may lie ahead and present this special report to answer your most pressing retirement questions.
