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What is a Workshop Like?


Most Frequent Comments

after a Fed Pilot workshop:

“I wish I had learned this 20 years ago.”
“I thought I knew my benefits.  I had no idea…”
“Why doesn’t the government provide this to us?!”
“This workshop kept me awake and engaged the entire time.”
“This should be mandatory training for all new hires.”

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:

– lunch (in-person workshop only)
– a workbook with all the materials
– exercises in class
– “next steps” to accomplish after the workshop is over

And, there is no cost to attend the workshop!

Each workshop covers the following major topics:

– Pensions (CSRS, CSRS Offset, FERS)
– Special Retirement Supplement
– Social Security
– Survivor’s Benefits
– Health Care
– Life Insurance
– Long-term Care

In addition, we also discuss

– how federal and state taxes will affect you
– Medicare & Medicaid and how they mix with FEHB
– the difference between your benefits and commercially-available options
– how much money you need in retirement
– beneficiaries
– eligibility to retire
– when the best time to retire for you might be
– how military service mixes in
– when you should draw Social Security
– Will you get the FERS Supplement
– how much you should have in  your TSP
– how to make your TSP money grow

and so much more…

Financial Literacy Initiative

This workshop fulfills the financial literacy initiative for the Federal Government, giving each federal employee the appropriate training for their CSRS/FERS retirement. We encourage any 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