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RETIREMENT LITERACY

Get Your FERS Retirement Application Right Workshop

FERS Retirement Application Workshop
 

Course CTFL03

1 Evening

$100

Virtual

RETIREMENT LITERACY

Get Your FERS Retirement Application Right Workshop 

'Tis the season—retirement season!  The crush of retirement applications gets started in September—but if you’re retiring between now and December 31, it can be especially packed. The big rush to retire by the end of the year + the lack of quality information can leave employees feeling frustrated, alone, and prone to mistakes that may cost them hundreds or even thousands of dollars in their yearly pensions.

We know how stressful this time can be, and how important it is to get your application right. That’s why we want to take care of you and guide you through each step of the process in this FERS retirement application class.

In this class, you’ll learn how you can

  • Pick the benefits that best fit your lifestyle
  • Choose your retirement date with confidence
  • Spot any mistakes hidden in your personnel records—these can be tricky to catch, but they can cost your pension a pretty penny
  • Accurately complete all required HR retirement forms

You’ll also get dedicated time with the instructor to ask all your retirement questions—we’ve been told this is worth the price of admission on its own!

In addition to a caring and supportive educational environment, your learning experience will also be completely free of any annuity-hawking or other financial selling—that’s a promise.

This workshop will be recorded and video replay will be available in the student portal for 90 days.
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Overview

Objectives

Topics

Schedule

Instructor

Guarantee

Learning Objectives

  • 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 in full
  • Make sensible FERS insurance benefit selections 
  • 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
  • Finalize each required retirement form with care and confidence
  • What to expect from OPM in your first year of retirement so you can be prepared
This workshop session will be recorded and video replay will be available in the student portal for 90 days.
 

Course Topics


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 Retirement App 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.

Class Schedule

December 2, 2020

4:00 PM - 7:00 PM Pacific
6:00 PM - 9:00 PM Central
7:00 PM - 10:00 PM Eastern

Live Virtual Training

Computer / Smart Phone / Tablet

Audio Connection

Device Speaker or Conference Line

Recording

90-Day Video Replay Access

$100

Course CTFL03


Gov't 
Funds
Accepted

 

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Have questions? Give us a call:  ☎  888-958-0167

Government Credit Card Payments Accepted | Click to Download SF 182 Here

What people are saying

“Kelly Monroe has not only knowledge and experience, but is also a thorough and talented teacher. She was so careful to address the individual concerns of us, the attendees. Thank you!”

A C Speirs, MD, FACS

Your Instructor

Kelly Monroe, 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

Course Guarantee


100% Money Back Guarantee 

If you are not completely satisfied with your purchase, we will promptly refund your money plus $10 for coffee, no questions asked, if the email request is made within 7 days of the first livestream date.  Send an email to:  [email protected].

No Financial Selling 

No hidden sales agenda for annuities or financial products or other services. We will NEVER offer, nor sell, nor suggest any financial products.   

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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).