The decisions you make about your federal benefits today affect everything from your healthcare and taxes to your retirement readiness and overall financial future.

With rising costs, policy changes, and ongoing updates to retirement and TSP rules, it’s becoming increasingly important to understand how your benefits work together — and how small decisions today may affect your future options and financial flexibility.

This live webinar is designed to help federal employees better understand their benefits and make more informed decisions about retirement planning, healthcare, taxes, income strategies, and financial preparedness.

We’ll cover common mistakes, overlooked opportunities, and practical strategies that may help you get more value from the benefits you’ve worked hard to earn.

What You’ll Learn

• FERS / CSRS: How to calculate your pension and ways to maximize it
• Retirement Timing: When you can retire vs. when you may be financially ready
• TSP: Current rules, Roth vs. Traditional, withdrawal strategies, and tax considerations
• Roth Conversions: How they work and when they may make sense
• Taxes: Strategies to help reduce unnecessary taxes on retirement income and distributions
• FEHB: Coverage options, rising premiums, and retirement considerations
• Medicare: What to know before enrolling and how it fits into your benefits
• FEGLI: Coverage costs, retirement considerations, and ways to avoid overpaying
• Social Security: Claiming strategies and how benefits fit into your retirement income
• Survivor Benefits: Options to help protect your loved ones
• Special Retirement Supplement: — How it works and who qualifies
• Long-Term Care: Key considerations and planning basics
• VERA/VSIP & Early Retirement Offers: How to evaluate your options
• …and more

Included With the Session

• Live Q&A during and after the presentation
• Personalized Benefits Report to help you plan more strategically

Access Information

• We recommend registering with your personal email address
• You may need to use a personal device to attend

Additional Information

• This session satisfies the federal government’s pre-retirement training requirements (UEI: 091343423 | CAGE: 8FYP4)