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RETIREMENT PLANNING

The FERS Retirement Plan Builder: Self-Study

FERS Retirement Plan Builder
 

Course FRPB01

4 Weeks

$300

Virtual

RETIREMENT PLANNING

The FERS Retirement Plan Builder: Self-Study

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, independence 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.

The self-study course provides 1-year, on-demand access to video lessons and the members-only Q & A forum, as well as downloadable course workbook.

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Overview

Objectives

Topics

Schedule

Instructor

Guarantee

Learning Objectives

  • Meet the 7 FERS benefits and learn how each works for you in retirement
  • Make sure you'll get full credit for your service (and help avoid nasty surprises that could be lurking in your service history due to human error)
  • Principles of financial literacy made simple for proper TSP/retirement account savings
  • TSP investment allocations that help support your timeline and savings goal
  • How to select the TSP withdrawal options that back your retirement for the long haul
  • Utilize our framework that helps make retirement planning simple and organized

The self-study course provides 1-year, on-demand access to video lessons and the members-only Q & A forum, as well as downloadable course workbook.

 

Course Topics

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 self-study course provides 1-year, on-demand access to video lessons and the members-only Q & A forum, as well as downloadable course workbook.

Class Schedule

Available now
  • Self-paced, on-demand video lessons
  • Members-only community Q & A forum
  • Downloadable course workbook
Virtual Training

Computer / Smart Phone / Tablet

Audio Connection

Device Speaker

Course Membership

1-year Course Access

$300

Course 
FRPB01


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

"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

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.  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.  Certified 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).