FERS BlueprintTM Model:  A 'Paint-by-Numbers' Planning Approach

A six-week retirement training conducted via weekly livestream webinar—plus access to the recorded sessions for one year.  Cash in on the FERS retirement benefits you've worked hard for and create a plan that you can believe in.  This training is best suited for those retiring within 10 years.

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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

What you'll learn

  • Build a financial foundation during your working years that will help carry you and your loved ones into retirement
  • Get crystal clear on the type of retirement you want and exactly how you can achieve it
  • Use our framework designed to help you cash in on FERS benefits
  • How you can ensure that you get every bit of what you're eligible to receive (and how to spot errors)
  • How to evaluate your TSP funds to help make sure they’re aligned with your retirement timeline
  • The TSP Retirement Pivot: going from the saving phase to investing for the 20+ year withdrawal phase
  • Finish strong by dotting your "i's" and crossing your "t's" long before you sign your retirement application
  • Get support and answers from a benefits trainer: a real person with Federal benefits experience and knowledge here to help you succeed
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Workshop description

The goal is to help you get all that's yours from Federal retirement benefits—because cobbling together information is costing you time.

This workshop is designed to give you the step-by-step retirement education, financial literacy and support you need to put you in the driver's seat for your retirement.  We'll meet together in a virtual classroom live on Thursday evenings for six weeks.

Each week, we'll cover the building blocks you need to help you design a retirement around your hopes and dreams.  Plus, get answers to your questions live in real time, or submit them via email during the week.  Nobody gets to retirement without first asking a few questions!  And if you miss a class, that's okay—simply watch the recording inside of the student portal.

Our 'paint-by-numbers' approach has helped thousands of soon-to-be-retirees finally know what they can expect from FERS, how to use the benefits to their best advantage, and what to do at each career stage and into retirement.

Workshop outline

The course is organized into three pillars:  Prepare, Plan and Perform.  Each pillar has three retirement building blocks that unlock benefits knowledge, planning how-to and result-oriented actions.

INTRODUCTION

Overview:  The FERS Blueprint Model


PREPARE
  • [Definite Knowledge]  In-depth study of the 7 FERS benefits, eligibility requirements, and calculations
  • [Verify Records]  A careful examination of personnel and other records to help ensure they are up-to-date and complete to meet eligibility requirements at retirement
  • [Right Benefits]  A focused approach to evaluate current benefit utilization and improvements in 5 key areas of retirement planning

PLAN
  • [Vision Snapshot]  A powerful exercise to organize retirement planning around a deeply satisfying retirement
  • [Optimize Benefits]  A simple framework to filter and select the FERS benefits that may be most advantageous for a secure retirement
  • [Fill The Gap]  A 3-step exercise to set your personalized TSP savings goal and investment allocation to help you reach that goal

PERFORM
  • [Take Action]  Bring life and results to your retirement plan by following through with the actions needed
  • [Stay On Track]  Carefully review your results and evaluate your progress to identify changes needed each quarter
  • [Cross The Finish Line]  Follow a well-defined method to select your retirement date and finalize benefit elections, including The TSP Retirement Pivot

Instructor Support:

A live Q & A discussion follows each module.

10 additional group coaching calls after the training is complete.

The Q & A Forum for members only.

The replay of each livestream webinar will be available in the online portal for 12 months.

 

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What people are saying

"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

Schedule

6 Evenings

Thursdays, June 25 - July 30

FAQs

Instructor

Kelly L. Monroe

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

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 of course, whichever is longer.

 

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.  Not even a hint.

 

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.

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Enroll Now.

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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).