THURSDAY NOV 16 2023 Saint Petersburg Florida
WEDNESDAY NOVEMBER 29 2023 VIRTUAL WORKSHOP
TUESDAY DECEMBER 5 2023 ORLANDO FLORIDA
THURSDAY DECEMBER 7 2023 TAMPA FLORIDA
THURSDAY DECEMBER 14 2023 VIRTUAL WORKSHOP
TUESDAY JANUARY 9 2024 DENVER COLORADO
THURSDAY JANUARY 11 2024 COLORADO SPRINGS COLORADO
THURSDAY JANUARY 18 2024 PHOENIX ARIZONA
TUESDAY JANUARY 30 2024 SAINT PETERSBURG FLORIDA
MONDAY FEBRUARY 12 2024 AUSTIN TEXAS
WEDNESDAY FEBRUARY 14 2024 KANSAS CITY KANSAS
About The Workshop
About The Workshop
We offer a fun, engaging, and powerful CSRS and FERS benefits workshop focused on helping federal employees apply what they are learning in the classroom to their unique situations. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees on the financial impact of retirement and benefit decisions and make those decisions carefully based on sound information.
While federal benefits are often confusing and difficult to interpret, this workshop breaks down complex concepts into easy‐to‐understand language to show employees how proactive benefit decisions can positively affect their overall financial situation.
-
General Retirement Planning
-
- Tips for being better prepared for a smooth transition into retirement
- Understanding what you have and what you need to know about decisions to make at retirement
-
Retirement Systems (CSRS & FERS)
-
- Eligibility requirements and how to choose an appropriate retirement date
- Deposits, Redeposits & Military Deposits
- Special Considerations for Law Enforcement Officers, Air Traffic Controllers, and Firefighters
- Calculating the CSRS & FERS annuity
- Cost of Living Adjustments in retirement
-
Survivor Benefit Plan
-
- Coverage, cost, and who can benefit from SBP
- Considerations for electing SBP at retirement
- Important connection with FEHB
- SBP (Survivor Benefit Program) video
-
FERS Special Retirement
-
- Eligibility requirements and calculation of the benefit
- What happens if you work after retiring
-
Social Security
-
- Strategies for Social Security Benefits
-
Federal Employee Group Life
-
- Coverage and costs while employed
- Managing rising premium costs in retirement
- Determining potential alternative coverage strategies
-
Thrift Savings Plan
-
- Fund choices, tax advantages and options within the TSP while working
- How to maximize government contributions
- Options available at retirement
-
Workshop Overview
-
- Tips to be proactive and understand the financial impact of the decisions to be made at retirement
Ideal candidates
The employees who generally benefit most from this workshop are within 5‐10 years of retirement. However, we strongly encourage younger feds to attend as minor course corrections made early in a career can produce profound financial improvements later in life. Employees nearing retirement have specific questions regarding federal retirement options and decisions. Our workshops are structured so that each attendee receives answers to both general and personalized questions. Real-time conversations are welcomed. Our interactive format makes this workshop relevant to each attendee’s situation.
With the vast array of federal employees we train, we know the importance of tailoring the workshop material to suit their needs. For example, the material includes training modules that address the unique challenges and opportunities afforded to Law Enforcement Officers, Air Traffic Controllers, and Firefighters.
Following the workshop
Smarter Retirement Solutions, our teammates and partners, offer each attendee an opportunity to meet with us to review their specific situation. We enjoy the chance to develop a personalized federal benefit and retirement analysis with each attendee. This analysis helps demonstrate the value of each federal benefit and identify critical decisions as they move closer to retirement. Our team provides the benefits review at no cost and without obligation to the attendee or federal agency.
