The FERS Toolkit Benefit Workshop: 2-Day Evening Class
A 2-day evening retirement training conducted via livestream webinars—plus access to the recorded sessions for 3 months. Explore the FERS Toolkit A-Z Benefits Guide and leave with resources you'll frequently refer back to as retirement approaches for you. This training is suitable for all career stages.
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What you'll learn
- Understand/analyze how each of the 7 FERS benefits can work for you
- Fully comply with eligibility requirements (and help avoid nasty surprises) by having accurate and complete records
- Get clear on the impact of age-based Social Security calculations on your retirement income and savings
- Identify opportunities to strengthen your retirement in three critical areas of TSP
- Verify and evaluate your current Federal benefit utilization
- Follow-up actions for more financial security
- Gain the knowledge you need to focus on the right benefits for your retirement
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Workshop description
The FERS benefits are great—they're a well-stocked toolkit for retirement. The problem is that OPM terminology can be intimidating; a seemingly inscrutable jumble of acronyms and jargon.
This livestream workshop will demystify the FERS benefits and teach you the calculations, requirements and options available for YOU in retirement with simple, visual lessons and a lively lecture. The instructor will answer all questions live on the Virtual Blackboard, 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—and walk away with a greater confidence and solid resources to refer back to time and time again.
Workshop outline
EVENING 1
TUESDAY, June 2 from 4 PM to 6:30 PM Pacific
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
EVENING 1
THURSDAY, June 4 from 4 PM to 6:30 PM Pacific
Module 4: [Thrift Savings Plan 2020] Saving and investing in a chaotic economy [continued]
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 FEDLTCIP
Module 8: [Wrap Up] Follow up actions to build your financial security
Live Q & A follows each module.
The replay of livesteam will be available in the online portal for three months.
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Schedule
Evening 1
June 2nd
Evening 2
June 4th
FAQs
Will there be a replay of the Livestream?
What times does the Livestream start? How long will it last?
Once I register, can I just share my link with my colleagues?
I'm early/mid/late career, will the content actually help me?
What if I have a question that you haven't covered?
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
7 Day - 100% Money Back Guarantee
If you are not completely satisfied with the course, you'll receive a prompt full refund. 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 Annuity Selling
No sales pitches 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.
Answers to Your Questions
We know how frustrating it is to have a burning retirement question and need an answer. You'll get personalized answers directly from the instructor.
Help Desk For Tech Support
We provide support for technical issues related to our online training and livestreams. Students can email or call for assistance.
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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).
