$300.00 USD

The FERS BlueprintTM Retirement Training System is not affiliated with, endorsed or sponsored by the Federal Government nor any US Government agency. The FERS BlueprintTM is informational 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) for complete information and all requirements. The Monroe Team, Inc. shall not be liable for any direct, indirect, consequential, or incidental damages (including, but not limited to, damages for lost profits or lost opportunity, loss of business or personal profits, business or personal interruption, loss of business or personal information, special, or punitive damages whatsoever) arising from the use of (or inability to use) any course lessons, videos, materials or other information furnished as a part of the course.

The FERS BlueprintTM One Page Retirement Planner worksheet is provided for informational purposes only. It is not intended to provide retirement income advice, nor to be used as an investment advisory tool, nor as a guarantee of monthly payment amounts, nor as a guarantee of a final account balance nor as a guarantee of the duration of the elected monthly payment amount.

Online course access for 1 year (365 days) from purchase date of the course. 

7-day satisfaction money-back guarantee.  We will promptly refund your money, no questions asked, if the email request is made within 7 days of the purchase date of the course.  Send email to [email protected]

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The FERS Retirement Plan Builder: Self-Study Training Program

 

COURSE INFORMATION

COURSE STARTS:
Immediately upon registration

LENGTH:
4 weeks

EFFORT:
2-3 hours per week,
self-paced learning online

PLATFORM:
Desktop, mobile & tablet

INSTRUCTOR SUPPORT:
Private member forum

COURSE ACCESS:
12 months

PRICE:
$300


What you'll learn

  • Understand/analyze how each of the 7 FERS benefits work together to help support you in retirement
  • Fully comply with eligibility requirements (and help avoid nasty surprises) by having accurate and complete records
  • Principles of financial literacy for proper TSP/retirement account saving, made simple
  • TSP investment allocations that help support your savings goal and timeline
  • How to select the TSP withdrawal option that supports your retirement for the long haul
  • Utilize our framework that helps make retirement planning simple and organized

Course description

Federal Employees Retirement System (FERS) provides employees with a powerful and diverse set of retirement benefits.  When properly assembled, these benefits can provide long-term security, flexibility and satisfaction in retirement.

As an employee advances in their career, it becomes necessary to coordinate their retirement aspirations with their available financial resources to develop a sound TSP savings and investment strategy. 

In the Retirement Plan Builder online course from the FERS Blueprint, you'll explore how you can build a plan for a strong finish to help you:

  • Equip yourself with the knowledge to leverage FERS benefits to your advantage
  • Identify any gaps in your current financial situation
  • Focus on meeting your TSP savings goal 
  • Organize your financial decisions today to meet your needs and wants in retirement

Receive expert retirement benefit training and insight into the shifting nature of retirement and gain a holistic understanding of financial literacy and retirement planning.


Is this course for you?

This online course is designed for long-term employees to better understand, leverage and organize the power of your FERS benefits in the changing retirement landscape.

It will benefit anyone within the mid to late federal career stages, particularly those wanting to learn simple methods and strategic approaches used to help create security, flexibility and satisfaction.


Course outline

Module 1 Ensuring OPM calculates your FERS pension accurately

Module 2 Optimizing your Social Security benefit

Module 3 Harnessing TSP's tax options, contributions and investments 

Module 4 Demystifying health insurance, Medicare, vision & dental coverage options and requirements

Module 5 Evaluate life insurance options, costs and needs

Module 6 Develop long-term care plan to avoid disruption in loved one's daily lives

Module 7 Forge your retirement plan 


The 100% money back guarantee

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


Need assistance? Give us a call:  888-958-0167 

What People Are Saying:

“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

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

Mary M., Virtual training student

“Tremendous resource to understand retirement benefits.”

Patrick K., Virtual training student