CFEB RETIREMENT PLANNING CLASSES
COURSE DESCRIPTIONS
Under Revision
OPEN ENROLLMENT CLASSES
Virtual Classes Only
Federal Benefits & Retirement Classes
2023 & 2024 | TBD
CSRS
2023 & 2024 TBD
Early FERS
TBD
Half Day Financial Class
TBD
CLASS POLICIES
Advance registration and payment is required for all classes.
No refunds for cancellations or no shows. However, CSRS and FERS classes may have a substitute attend.
All classes cancelled by the CFEB will be rescheduled at no charge.
All attendees are required to pay to attend any class, including significant others.
Agencies are required to provide and make advance arrangements for special needs requests such as hearing interpreters.
FAQs
Why does the CFEB charge for its classes?
As opposed to free classes being offered by financial planning firms that ask for employee personal information for the purpose of selling products, the CFEB pays our trainer to provide you with the most comprehensive benefit information available.
Will I be contacted after the class?
No. You will only be contacted by the trainer if you ask her to do so.
Will financial planning products or services be sold at the class?
No.
Will I be asked for my personal financial information?
No.
Can my significant other attend?
Yes, but they are required to register and pay the tuition for the course.
TIPS ON SPOTTING RETIREMENT SCAMS
The following fact sheets were jointly developed by the Office of Personnel Management (OPM), the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The publications contain tips for spotting early retirement scams. Click on each title to download.
OPM Fact Sheet on Retirement Scams
Early Retirement Seminars 101: Smart Tips for Spotting Retirement Scams
Help Employees Achieve Their Retirement Dreams: Tips for Spotting Early Retirement Scams