Our workshops are ideal for federal employees early in their career, mid-career, or pre-retirement looking at ways to maximize their federal benefits and annuity. These workshops provides instruction in a classroom setting while offering a one-on- one federal retirement and financial planning session as a follow-up. The workshop information is general in nature but everyone needs to understand how it applies to them individually and most importantly, what the bottom line numbers are for retirement income.
Our workshops offer expert advice on federal benefits and retirement planning, and personal federal retirement benefit consultations. You will also receive annual updates from our staff.
Our staff will walk through the federal retirement software with you to personally select and implement the best retirement plan based on your objectives and goals for retirement, whether the near or distant future.
Federal Employees Retirement System (FERS) • Thrift Savings Plan • Civil Service Retirement Off-set • Windfall Elimination Provision • TSP In-Service Withdrawals • Civil Service Retirement System (CSRS) • Military Service Buy Back • Survivor Benefit Options • Retirement Package Completion • Federal Employees Group Life Insurance • Disability Insurance Coverage • Federal Long Term Care Insurance Program
For more information, or to sign up for a planning workshop, please contact: