What You'll Learn

Get Your FERS Retirement Application Right Workshop

1-evening retirement training conducted via livestream webinar—plus access to the replay for 3 months.  

Key retirement decisions await you on the FERS Retirement Application—this training is designed to help you make your choices with confidence.  It's a step-by-step walk through with a special emphasis on mistake-prone areas.  This training is best suited for those retiring in the next 12 months.

REGISTER | Nov 09 Class | 4 pm Pacific
REGISTER | Dec 2nd Class | 4 pm Pacific
Registration Open
Workshop Fee $100 
 

What you'll learn

    • How you can pick your retirement date like a pro—and the 4 most common pitfalls to avoid
    • A simple way to review your personnel file ahead of time to make sure that OPM pays you correctly
    • Finalize your FERS insurance benefit selections with ease and confidence
    • Use our Retirement App Checklist to make sure you’ve dotted your i’s and crossed your t’s
    • Navigate your FERS Retirement Application like you’ve been working in HR for the last 10 years—with an eye for the right details
    • What to expect from OPM in your first year of retirement so you can be prepared
    • Plus, there’s lots of live Q & A on the Virtual Whiteboard so you can get your questions answered.

The replay of livestream will be available in the online portal for three months.

 
REGISTER | Nov 09 Class | 4 pm Pacific
REGISTER | Dec 2nd Class | 4 pm Pacific

Workshop description

'Tis the season—retirement season!  The crush of retirement applications gets started in September—and if you’re retiring between now and December 31, you’ll be in good company.  The big rush to retire at year end always increases the risks for mistakes and unnecessary delays with OPM—of course, COVID-19 makes it more dicey.

We know the challenges that you’ll face getting to the finish line—and submitting your FERS Retirement Application is a daunting task.

  • It has a finality to it.
  • It has important lifetime decisions, some of which are irrevocable.
  • It has to be right.

The HR landscape has changed—and much of the retirement services have been centralized. Getting personalized guidance is not commonplace anymore.

This livestream workshop takes the complexity out of this important time in your career.  You'll learn how to evaluate your options and select the one(s) that can help you achieve security, flexibility and relaxation in retirement in a supportive educational environment with NO annuity or financial selling.  You'll be poised to "cross the finish line" with confidence.

The replay of livestream will be available in the online portal for three months.

Workshop outline

Module 1:  [Your Retirement Date] Pick The Right Date

Module 2:  [Your Official Personnel File] Verify Your Records

Module 3:  [FERS Benefits] Finalize Your Options 

Module 4:  [Making Your List + Checking It Twice] The Final Checklist

Module 5:  [Putting It On Paper] Submit Your FERS Retirement Application

Module 6:  [What's Next?] What To Expect From OPM

Module 7:  [The Wrap Up] Retirement + Beyond

Module 8:  [Get Answers] Live Q & A: Ask almost anything

The replay of livestream will be available in the online portal for three months.

REGISTER | Nov 09 Class | 4 pm Pacific
REGISTER | Dec 2nd Class | 4 pm Pacific

Schedule

Evening 1

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What people are saying

"Tremendous resource to understand retirement benefits."

Patrick K.
Virtual training student

"Very easy to understand. Training provides clear interpretation of the complicated retirement rules."

David I.
Virtual training student

"Good examples and resources. Ability to ask questions and receive timely responses. Access to all questions from other participants."

Mary M.
Virtual training student

"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."

Jim C.
Virtual training student

"You can do and redo it at your own speed. The tools and links are invaluable. The instructor was super and very approachable!!!"

Bailey S.
Virtual training student

"Unlike many one-day seminars, this course goes beyond highlighting FERS.  It delves into how each component of FERS works and clarifies in a uniquely illustrative way how everything fits together as an organized package."

Marsha D.
Virtual training student

 

FAQs

REGISTER | Nov 09 Class | 4 pm Pacific
REGISTER | Dec 2nd Class | 4 pm Pacific

Instructor

Kelly L. Monroe

Founder, FERS Blueprint Retirement Planning System; Retirement Benefits Trainer for 10+ years; author for Fedsmith; as a financial advisor conducted over 2300 retirement consultations

 

Our Promise To You

 The Coffee Guarantee 

If you are not completely satisfied with the course, you'll receive a prompt 100% refund — and we'll throw in ten bucks for a coffee on us.  No hassles.  No questions.  Just send an email to [email protected] within 7 days of purchase or FERS Blueprint start date for a livestream training.

No Annuities

No hidden sales agenda for annuities or financial products or other services. We will NOT offer, nor sell nor suggest any financial products.  None.  

 Easy-To-Understand Lessons

Simple, concrete lessons and resources to help you gain a clear understanding of each FERS benefit and how to plan retirement.  No 'death-by-bullet-point' PowerPoint presentations.

Answers to Your Questions

We know how frustrating it is to have a burning retirement question and need an answer.  You'll get real answers from real people with Federal benefits knowledge and experience.

Help Desk For Tech Support

We provide support for any tech issues related to our online training and livestreams.  Students can call or email to get help.

Enroll Now.

REGISTER | Nov 09 Class | 4 pm Pacific
REGISTER | Dec 2nd Class | 4 pm Pacific

Enroll Now.

TAKE COURSE

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).