What is a Workshop Like?
To make sure your workshop is interactive and your questions can be asked and answered, we limit the number of people in each workshop.
Each Workshop Includes:
- A light lunch (in-person workshops only)
- A workbook with the materials
- Exercises in each class
- “Next Steps” or action items after the workshop is over
Each workshop covers the following major topics
Pensions (CSRS, CSRS Offset, FERS)
Special Retirement Supplement
Social Security
Survivor’s Benefits
Health Care (FEHB & Medicare)
Life insurance
Long-term Care
TSP
How federal and state taxes will affect you
How federal and state taxes will affect you
Medicare, Medicate and how they mix with FEHB
how much money you will need in retirement
Beneficiaries
Eligibility to retire
When is the best time to retire
COLAs
How military service mixes in
When should you draw Social Security
Will you get the FERS supplement
How to grow your TSP
AND SO MUCH MORE…
And there is no cost to attend the workshop!
Financial Literacy Initiative
This workshop fulfils the financial literacy initiative for the Federal Government, giving each federal employee the appropriate training for CSRS/FERS retirement. We encourage leadership who has questions about this retirement workshop to attend and experience it for themselves. We are confident you will walk away wanting all employees to take the training.
DUNS Number: 117359579
CAGE: 8G0U6