Join us for a live webinar designed to help federal employees better understand their benefits, how they work together, and how to make the most of what they’ve earned.

Your pension, TSP, Social Security, and healthcare benefits all play a role in your long-term financial outcome and the decisions you make around them can have lasting effects on your income, taxes, and overall retirement strategy.

This session focuses on the key considerations federal employees should be aware of today and how to position your benefits moving forward.

Whether you’re early in your career or approaching retirement, you’ll gain practical insight to make more informed decisions and strengthen your financial toolkit.

WHAT YOU’LL LEARN

How Your Benefits Work Together

• FERS / CSRS – How your pension is calculated and what impacts its value
• TSP – Roth vs. Traditional, current strategies, and tax considerations
• Social Security – How timing decisions affect your lifetime income

Key Decisions That Shape Your Outcome

• When you can retire vs. when you’re financially ready
• How to coordinate your benefits for income and tax efficiency
• Survivor benefit options and protecting your family

Costs & Planning Considerations

• FEHB – Coverage decisions and the impact of rising premiums
• Medicare – How it fits into your benefits and what to consider before enrolling
• Long-term care – What to plan for and why it matters

Advanced & Often Overlooked Areas

• Roth conversions and tax positioning
• Special Retirement Supplement eligibility
• FEGLI – Avoiding unnecessary costs and understanding your options
• VERA / early retirement options

…and more.

WHAT’S INCLUDED

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

IMPORTANT NOTES

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

This session satisfies federal pre-retirement training requirements. UEI: 091343423 | CAGE Code: 8FYP4

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