CFEB RETIREMENT PLANNING CLASSES

OPEN ENROLLMENT & AGENCY EXCLUSIVE CLASSES

The Colorado Federal Executive Board (CFEB) offers Open Enrollment and Agency Exclusive Retirement Planning Classes.  Open Enrollment classes are typically held in Denver, Fort Collins, or Colorado Springs and are available for any federal employee and their significant other to register online.  Agency Exclusive classes are offered specifically to the employees of the agency holding the class in a location designated by the agency.

CFEB RETIREMENT PLANNING CLASSES | PDF

CFEB RETIREMENT PLANNING CLASSES FOR AGENCIES | PDF

Contact the CFEB at 303 202 4588 to schedule Agency Exclusive Classes for your employees.

COURSE DESCRIPTIONS

CSRS | Tuition $130

The Civil Service Retirement System (CSRS) classes cover the benefits provided for the original federal employee retirement system created to provide retirement benefits based on their age and years of service. Employees hired prior to 1984 are generally in the CSRS system for retirement. The retirement benefits between the CSRS and Federal Employees Retirement System (FERS) vary significantly, so if you’re a CSRS or CSRS Offset, you won’t want to miss this valuable program.

This class covers everything from the best day to retire to maximizing sick and annual leave to choices for survivor benefit options. You’ll learn what your benefits are and how you can use them to your advantage.


FERS | Tuition $130

For federal employees in the newer of the two federal systems, this class teaches you how to get the most out of your federal benefits.  Topics include:

  • How to calculate your pension
  • How to maximize your sick, annual leave, & survivor benefits
  • All insurance benefits
  • Everything you need to know about the Thrift Savings Plan

EARLY FERS | Tuition $130

If you’re new to federal service (been with the government less than five years), chances are you’re a little confused about exactly what your benefits are. With some of the best benefits in the country, you want to ensure you maximize what’s available to you to put you in control of your retirement future.  Topics include:

  • Annual and sick leave
  • Health insurance, life insurance, long-term care insurance
  • The complicated set of rules for calculating retirement benefits
  • The “new” FERS employee also has to consider how Social Security and the Thrift Savings Plan fit into their retirement puzzle

LEO FERS | Tuition $130

This class is designed specifically for “Special Provisions” (law enforcement, fire fighters and air traffic controllers), and includes:

  • Important Documents
  • Best Day to Retire
  • Magic Numbers
  • How the FERS Supplement affects those who retire prior to age 57
  • How to withdraw funds from your TSP prior to age 55, and the implications of working after retirement
  • 3 Components to Calculating a Federal Annuity
  • Managing Annual Leave and Sick Leave

 

CFEB TRAINER | Ann Vanderslice

Ann is an expert in Federal employee retirement planning strategies and benefits. She holds the Chartered Retirement Planning Counselor designation from The American College and brings a wealth of retirement knowledge to her clients. Ann easily boils down complex retirement issues into a very simple and easy to understand plan- -allowing you to see your options and make informed decisions.

OPEN ENROLLMENT CLASSES

All classes are 8:30 am – 4:00 pm

Denver Federal Center | Lakewood CO

Click on the class date to register online
*Payment with Visa or MasterCard is required*

Links to online registration open 90 days before the date of each class

FERS

May 11, 2017

August 8, 2017

November 2, 2017


CSRS

September 28, 2017


LEO FERS

TBD 2018


EARLY FERS

May 18, 2017

CLASS POLICIES

Advance registration and payment is required for all classes. WALK-INS are not allowed.

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.

THE BREAKFAST CLUB SERIES

For those of you old enough to remember the cult film classic by the same name, you’ll recall that it brought together 5 stereotyped students in Saturday detention. At the end of the day, the moral of the story was these five students had a lot more in common than they ever imagined.  The goal of our “breakfast club” is not to put you in detention, but to put you in control of your federal benefits, your planning, and ultimately … your retirement. Please join us for a fast-paced agenda on an assortment of topics that will leave you full of confidence about your future.

TSP 101 | Basics of your Thrift Savings Plan
June 1,  2017 | 8:00 – 9:00 am | Lecture Hall | Denver Federal Center | Lakewood CO
Free | Online Registration Required | CLICK TO REGISTER

Description of the TSP funds and how the Lifecycle funds work. Accessing your account, contributions, inter-fund transfers, and loans are some of the topics that are covered.

TSP 201 | Allocating your TSP in uncertain times
TBD
| 8:00 – 9:00 am | CFEB Training Room | Denver Federal Center | Lakewood CO
Free | Online Registration Required | CLICK TO REGISTER

More in-depth class on allocating TSP. This session includes pros and cons of utilizing the Roth TSP. Participants will gain a better understanding of not only the return potential but the risk associated with each of the TSP funds.

TSP 301 | Using your TSP in retirement
August 31, 2017 | 8:00 – 9:00 am | CFEB Training Room | Denver Federal Center | Lakewood CO
Free | Online Registration Required | CLICK TO REGISTER

Once you’ve reached the retirement finish line, the planning changes. How do you efficiently withdraw from your TSP to generate monthly retirement income? What are the options and how can you maximize the value of your hard saved dollars?

MAXIMIZING YOUR FEDERAL BENEFITS
October 12, 2017 | 8:00 – 9:00 am | CFEB Training Room | Denver Federal Center | Lakewood CO
Free | Online Registration Required | CLICK TO REGISTER

Provides federal employees with the facts about their benefits, but more importantly, how to maximize those benefits in the context of the real world.  Some of the topics that we will discuss are: Important Documents, Magic Numbers, 3 Components to Calculate Your Federal Annuity, Deposits and Re-Deposits, and the Federal Insurance Programs.

SURVIVE & THRIVE IN RETIREMENT
October 18, 2017 | 8:00 – 9:00 am | CFEB Training Room | Denver Federal Center | Lakewood CO
Free| Online Registration Required | CLICK TO REGISTER

Identify strategies to assist you in achieving your full retirement potential.  Retirement has been redefined.  Today’s retirees are looking for fulfillment rather than rest.  Learn how to maximize the tools offered throughout your federal employment to create a road map to a successful retirement.

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