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RETIREMENT BENEFITS

The FERS ToolkitTM Benefit Workshop

The FERS Toolkit Benefit Workshop
 

Course DK01

2 Evenings

$100

Virtual

RETIREMENT BENEFITS

The FERS ToolkitTM Benefit Workshop

The FERS benefits are great—they're a well-stocked toolkit for retirement.  The problem is that OPM terminology can be intimidating, and it feels a bit like the folks at HR are speaking a language you've never encountered. And yet, you're still supposed to somehow make sense of this "OPMish" and successfully plan your retirement? It's a scary prospect for many employees.

This livestream workshop will demystify the FERS benefits with care and compassion, and teach you the calculations, requirements and options available for YOU in retirement. The simple lessons are delivered in plain English, with thoughtful use of technology and a friendly learning environment.  The instructor answers all questions live, one-on-one, which is great news if you've been stuck trying to track down answers yourself.

You'll learn the fundamentals of FERS from the ground up and apply your understanding in case studies and practical exercises throughout the workshop. You'll walk away with a greater confidence and solid resources to refer back to time and time again.

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 to utilize the 7 FERS benefits and make them work for you in retirement
  • How to make sure you'll get full credit for your service (and help avoid nasty surprises that could be lurking in your service history)
  • The pros and cons of taking Social Security early vs. later and how your decision can impact your TSP
  • How to keep an eye on the three critical areas of TSP to help you plan for financial independence 
  • Get crystal clear on the benefits you currently have + which options you'll take with you into retirement, and how to estimate their cost
  • Understand what you need to do to meet the eligibility requirements for options like FEHB, FEDVIP, and FEGLI 
  • Follow-up actions you can take after the workshop to be better prepared for retirement

Plus, there’s lots of live, one-on-one Q & A with the instructor, so you can get all your questions answered.

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

Course Topics

Module 1:  [Overview] The FERS Benefits 

Module 2:  [FERS Pension] How much can you count on each month?

Module 3:  [Social Security] Solving the tug-o-war:  take it early or wait to get more?

Module 4:  [Thrift Savings Plan 2020] Saving and investing in a chaotic economy

Module 5:  [Health Insurance] Tackling the requirements of each benefit and paying for it

Module 6:  [Life Insurance] Cut through the complexity of FEGLI options with a case study

Module 7:  [Long Term Care] A compassionate but realistic approach to FLTCIP

Module 8:  [Wrap Up] Follow up actions to build your financial security

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

Class Schedule

[Registration Closed]

Reopening 2021

 

 
Virtual Training

Computer / Smart Phone / Tablet

Audio Connection

Device Speaker or Conference Line

Recording

90-Day Video Replay Access

$100

Course
DK01


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

 

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).