Today’s decisions shape your future. Learn how to maximize benefits, avoid costly mistakes, and make informed decisions for lasting success.

Join us for a live webinar designed to help federal employees safeguard their earnings, maximize benefits, and plan confidently for the future. This session is packed with strategies to help you avoid costly mistakes, take advantage of opportunities, and make informed decisions.

Whether you’re just starting your federal journey or nearing retirement, this webinar will provide valuable insights to strengthen your financial toolkit and build lasting success!

What you’ll learn:

• FERS / CSRS – How to calculate your pension and maximize it
• Retirement Timing: When you can retire vs. when you can afford to retire
• TSP – New rules, strategies for today’s market, Roth vs. Traditional, and minimizing taxes
• Roth Conversions – How the new option works and if it’s right for you
• FEHB – How to choose the right coverage and the impact of rising premiums on your budget
• Medicare – Where it fits into your benefits and what to know before enrolling
• FEGLI – How to avoid overpaying and explore options for free life insurance in retirement
• Social Security – Smart claiming strategies to maximize your lifetime income
• Survivor Benefits –  What plan will best protect your loved ones
• Special Retirement Supplement – How it works and who qualifies
• Long-Term Care – Key considerations and essential information
• Voluntary Early Retirement Authority & Early Out Options – How to evaluate your options
• …and more!

Extras:

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

Important Notes:

• We strongly recommend registering with a personal email address
• You may need a personal device to attend
• This session satisfies the federal government’s pre-retirement training requirements (DUNS: 09-134-3423 | CAGE: 8FYP4)

Questions? Contact us at 833-508-3527 or [email protected]