Capability Statement

FERS RETIREMENT TRAINING PROGRAMS

The FERS Blueprint™ Training Suite 


The FERS Blueprint™ Workforce Retirement Training Model

Our Specialized FERS Retirement Training Programs

The FERS Blueprint™ Training Suite offers a full complement of specialized virtual courses that address the unique retirement educational needs of FERS employees. 

Every course is designed to build meaningful and lasting financial literacy so employees can feel in control of their benefits throughout their career stages and into retirement.

Off-the-shelf training and customized programs available. 

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"On training day, your employees will enjoy learning about the power of the FERS benefits from an experienced virtual instructor with the right combination of subject-matter expertise and an adaptable teaching style."

-Kelly Monroe, FERS Blueprint™ Founder

How we help your workforce prepare for a successful training experience

We believe that a satisfying and effective training always begins with preparation.

Clear Communication

Employees receive timely emails with easy-to-follow instructions. 

Prep Steps

Employees follow our simple '3 Steps for Success' so they are ready for a rewarding day.

Simple Access 

Joining our virtual classroom is easy—it’s web-based with no software downloads.  

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OUR TRAINING MODEL

The FERS Blueprint™ Workforce Retirement Training Model

Through Comprehensive Comprehension, a Congruent Curriculum, and an Engaging Virtual Classroom, The Monroe Team, Inc. can confidently promise the 

  • Financial Literacy,
  • Employee Satisfaction, and 
  • Administrative Simplicity of 

Virtual Retirement Training Excellence.

COMPLETE PROGRAMS

The FERS Blueprint™ Training Suite 


Virtual Retirement Training Excellence 

The FERS Blueprint™ Training Suite offers a full complement of specialized virtual courses that address the unique retirement educational needs of FERS employees.  

Each course is designed for the financial literacy needs of early, mid- or pre-retirement employees in FERS, FERS RAE, FERS FRAE and Special Provisions.  

Coordinated workbooks are strategically aligned with each course to enhance learning and to serve as a valuable resource for years to come. 

  • FERS Pension
  • Social Security
  • TSP/Roth TSP
  • FEHB|Medicare
  • FEDVIP
  • FSA
  • FEGLI
  • FLTCIP
  • Financial Planning
  • TSP Withdrawals
  • FERS Retirement Application
  • Estate Planning

Off-the-shelf training and customized programs available. We utilize web-based government-compliant virtual platforms that require no special software nor downloads.

All trainings follow our step-by-step protocol in The FERS Blueprint™ Workforce Retirement Training Model to deliver financial literacy, employee satisfaction and administrative simplicity.  

Every course is taught by an experienced instructor with subject-matter expertise.  A full-time moderator interacts with employees facilitating live Q & A with instructor.  A video producer continuously monitors audio and visual output to ensure a high-quality virtual learning experience.  Meet our team.

Employees and spouses/partners have 90-day access to password-protected replay.

Financial selling strictly prohibited.

Request Capability Statement

Help your employee HARNESS the power of FERS benefits in their retirement.

They'll be forever grateful for the knowledge and financial skills.

 
 

THE FERS BLUEPRINT™ TRAINING SUITE

Off-The-Shelf Training


Virtual Retirement Training Excellence 

We offer 4 virtual off-the-shelf trainings tailored for the financial literacy needs of early, mid- or pre-retirement employees in FERS, FERS RAE, FERS FRAE. Special-provisions specific training is also available.

Our courses are designed to help employees build meaningful and lasting financial literacy so they can feel in control of their benefits throughout their career stages and into retirement.

Coordinated workbooks are strategically aligned with each course to enhance learning and to serve as a valuable resource for years to come. 

We utilize web-based government-compliant virtual platforms that require no special software nor downloads.

All trainings follow our step-by-step protocol in The FERS Blueprint™ Workforce Retirement Training Model to deliver financial literacy, employee satisfaction and administrative simplicity.  

Every off-the-shelf training is taught by an experienced instructor with subject-matter expertise.  A full-time moderator interacts with employees facilitating live Q & A with instructor.  A video producer continuously monitors audio and visual output to ensure a high-quality virtual learning experience.  Meet our team.

Employees and spouses/partners have 90-day access to password-protected replay.

Financial selling strictly prohibited.

Available Courses

To request a proposal or discuss your proposed training requirements, please call 888-958-0167 or email kmonroe [at] fersblueprint [dot] com.

The FERS Foundation™ Plus Workshop


FERS Benefits + Retirement Planning | Mid-Career to Pre-Retirement Employees

1-Day Virtual Training | 7 Hours of Instruction |Password-Protected Replay Video 

Course Description:  The FERS Foundation™ Plus Workshop helps mid-career to pre-retirement employees build real-life financial literacy and learn how to set a personalized TSP savings goal range for a more secure and independent retirement.  From an in-depth study of 6 FERS benefits plus Social Security to a three-step retirement planning framework, employees develop confidence and capability to make informed decisions.

Workbook:  The FERS Foundation Plus Workbook

For complete details, request The FERS Blueprint™ Course Catalog.

Request Course Catalog

The FERS Foundation™  Workshop


FERS Retirement Benefits | Early to Mid-Career Employees

1-Day Virtual Training | 6 Hours of Instruction |Password-Protected Replay Video

Course Description:  The FERS Foundation™ Workshop helps early to mid-career employees to build financial literacy and increase career satisfaction with an in-depth study of 6 FERS benefits plus Social Security. Simple, concrete lessons and practical workbook exercises help employees develop strong TSP savings and investing habits for a more independent future retirement.

Workbook:  The FERS Foundation Workbook

For complete details, request The FERS Blueprint™ Course Catalog.

Request Course Catalog

The TSP Retirement Pivot™ Workshop


TSP Saving, Investing and Planning | Early, Mid-Career and Pre-Retirement Employees 

1-Day Virtual Training | 6.5 Hours of Instruction |Password-Protected Replay Video 

Course Description:  The TSP Retirement Pivot™ Workshop helps employees build crucial financial knowledge to sustain TSP at each stage:  career, pre-retirement, and retirement. Common sense explanations show employees how they can skillfully manage important TSP saving, investing and withdrawal decisions, including income taxes.

Workbook:  The TSP Retirement Pivot Workbook

For complete details, request The FERS Blueprint™ Course Catalog.

Request Course Catalog

The Rewarding FERS Retirement Workshop


Advanced FERS Retirement Planning | Mid-Career to Pre-Retirement Employees

2-Day Virtual Training | 14 Hours of Instruction | Replay Video Library

Course Description:  The Rewarding FERS Retirement™ Workshop helps mid-career to pre-retirement employees develop real-life financial literacy and advanced retirement planning skills.  They learn how they can forecast income,  budget expenses, and factor in inflation to set a personalized TSP savings goal range and investment strategy for a more secure, satisfying, and independent retirement.  From an in-depth study of 6 FERS benefits plus Social Security to a three-step retirement planning framework, employees develop skills, confidence, and capability for a strong finish.

Workbook:  The Rewarding FERS Retirement Workbook

For complete details, request The FERS Blueprint™ Course Catalog.

Request Course Catalog

THE FERS BLUEPRINT™ TRAINING SUITE

Customized Programs


Virtual Retirement Training Excellence 

We offer customized virtual training programs to fit your employees' unique retirement educational needs.

Each customized program follows our step-by-step protocol in The FERS Blueprint™ Workforce Retirement Training Model to deliver financial literacy, employee satisfaction and administrative simplicity.  

To request a proposal or discuss your proposed training requirements, please call 888-958-0167 or email kmonroe [at] fersblueprint [dot] com.

Workforce Retirement Training Proudly Provided For

What employees are saying about the FERS Blueprint™

"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

 

USER-FRIENDLY | INTERACTIVE | GOVERNMENT-COMPLIANT 

How We Select Our Virtual Platform


Virtual Retirement Training Excellence 

What we look for when selecting a virtual platform

 Isolated vs. Most Engaging

The FERS Blueprint™ Workforce Retirement Training Model uses a ROBUST process to select a user-friendly, engaging virtual platform that also meets all government tech requirements and has top instructional capabilities. 

This winning approach helps employees stay FOCUSED on the lessons and derive great value and SATISFACTION.

  • User-friendly, simple to connect to virtual classroom
  • Government-compliant virtual platform
  • Web-based, no software downloads
  • Connect via work computer, personal computer or smart device at work or home office
  • Audio connection via device speakers or telephone bridge
  • Top instruction capabilities
  • Interactive, quality Q & A experience
  • High-quality visual access
  • Personalized learning environment
  • Employee satisfaction, raving fans
  • Automated processes, responsive communication
  • Administrative simplicity

We invite you to schedule a FERS Blueprint™ Virtual Training Demonstration to see how we put this exclusive training model into practice.  To schedule a demo, please call 888-958-0167.

More than just training.
Our #1 priority is your employees. 

Here’s what’s included in every FERS Blueprint™ virtual training

Model Virtual Classroom


All live trainings are conducted by an experienced virtual instructor with a full-time moderator and a video producer to ensure the highest quality learning experience.

Simple Retirement
Explanations 


Employees build financial literacy faster and easier with our simple, learner-friendly visuals, real-life calculations, and case studies.

Never Miss A
Thing 


Each live training is recorded, and employees can watch replay videos with password-protected access.

Request a Capability Statement

Have questions?  Give us a call:  ☎  888-958-0167 

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. 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).

FERS Blueprint™ is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. Woman-owned, small business.

The Monroe Team, Inc. is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS Blueprint™ by The Monroe Team, Inc. 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).