What You'll Learn
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Registration Reopening in 2021
Workshop Fee $100 
 

What you'll learn when you attend this workshop

  • 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 quality Q & A so you'll get all your questions answered.

The replay of livestream will be available in the online portal for three months.

 
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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, and it feels a bit like the folks at HR are speaking 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 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 on the Virtual Chalkboard, 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.

The workshop is recorded, and you'll have access to the replay for 90 days.

Workshop outline


EVENING 1

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 2

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 FLTCIP

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

Live Q & A follows each module.

The replay of livestream will be available in the online portal for three months.

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Schedule

Evenings 1 | 2

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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

 

FAQs

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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

 

Our Promise To You

 The Coffee Guarantee 

If you are not completely satisfied with the course, you'll receive a prompt 100% refund — and we'll throw in ten bucks for a coffee on us.  No hassles.  No questions.  Just send an email to [email protected] within 7 days of purchase or FERS Blueprint start date for a livestream training.

No Annuities

No hidden sales agenda for annuities or financial products or other services. We will NOT offer, nor sell nor suggest any financial products.  None.  

 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.  No 'death-by-bullet-point' PowerPoint presentations.

Answers to Your Questions

We know how frustrating it is to have a burning retirement question and need an answer.  You'll get real answers from real people with Federal benefits knowledge and experience.

Help Desk For Tech Support

We provide support for any tech issues related to our online training and livestreams.  Students can call or email to get help.

Enroll Now.

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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).