The FERS Retirement Plan Builder: Self-Study

Retirement training at your pace.  On-demand video lessons and downloadable worksheets available from any device connected to the internet. Watch at home with your partner, as many times as you need.  Simple explanations and lively drawings help you to understand exactly how to harness the power of each benefit for a strong finish in retirement.

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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
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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.

 


 

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

 

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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


Enroll Now.

 

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Enroll Now.

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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

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).