An online course with a 3-step system to help you maximize your benefits so you can plan retirement with a clear TSP savings goal.
Registration for the FERS Blueprint has closed.
We’ve got a new retirement planning report for you—it’s called the 10 Things To Get Right Before You Retire! It’s a free download that’s for every career stage. Kelly Monroe, Founder of the FERS Blueprint, personally designed the report from her experience counseling over 2,300 FERS/CSRS employees about their retirement.
Get this FREE report to help you make the most of your FERS benefits and avoid costly mistakes.
"A step-by-step process to evaluate all aspects of our retirement system - looking at both our work retirement system and the systems outside of our workplace. These numbers matter to our future bottom line! "
We know that FERS employees have excellent retirement benefits. But the complexity of those benefits can leave you confused, frustrated, and unsure of how to maximize your retirement. The FERS Blueprinttm Retirement Planning System takes away that complexity and shows you a simple framework to help you understand your benefits and plan retirement with ease.
Kelly Monroe, instructor and founder of the FERS Blueprinttm, realized that when employees attended retirement trainings with the typical PowerPoint slides and bullet points, they often ended up confused. People need a simple framework or system to follow as they learn—because unfortunately most of us can’t just hear something and figure out what to do with it.
The FERS Blueprinttm Retirement Planning System is the culmination of Kelly’s professional experience as a financial planner and a retirement benefit trainer. She has a unique view on Federal employees, FERS benefits and retirement planning. This comes from personally conducting over 2,300 individual FERS/CSRS pre-retirement consultations over the last 11 years. Kelly has also taught this framework to over 8,000 employees.
Many employees are worried about retirement planning. They struggle to make sure they’re following the right plan. The FERS Blueprinttm Retirement Planning System curriculum is designed to help you finish strong with tested retirement strategies to:
Plus, you can ask Kelly all your retirement benefit questions in the private Q & A Forum. Think of it as being able to “raise your hand” in a virtual classroom.
She has been using this customized instructional approach for years to simplify Federal benefits and help employees easily understand the material. Her diverse teaching methods empower each student’s natural learning style: visual, verbal and hands-on/practical.
The FERS Blueprinttm Retirement Planning System training is quick, informative and uses visual explanations that take the stress out of learning.
"Good examples and resources. Ability to ask questions and receive timely responses. Access to all questions from other participants. "
"Awesome. It told me all about FERS retirement that I could not find elsewhere (so far). I went through some of the modules more than once because I wanted to take notes. "
"You can do and redo it at your own speed. The tools and links are invaluable. The instructor was super and very approachable!!! "
"Tremendous resource to understand retirement benefits."
"Comprehensive. It touches upon all aspects of retirement and provides good examples of equations and situations. It is civilian focused. It helps you think out and it considered all components of retirement benefits as well as how other savings, like IRAs come in to play in the overall comprehensive picture."
"Great and informative training. I actually encouraged several of my co-workers to sign up for the next session/subscription offered by our command."
"Self-paced, easy to use and very valuable."
"Very easy to understand. Training provides clear interpretation of the complicated retirement rules."
"The training helps clarify how the benefits options work and alerts one to possible pitfalls. The discussion on retiree FEGLI options was very helpful, and the discussion of LTC was compassionate. All were good. "
FERS BlueprintTM Training Proudly Provided For:
FERS Blueprinttm is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. NAICS Code: 611710 Educational Support Services. Woman-owned, small business.
FERS Blueprinttm is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprinttm is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).