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

FERS | Tuition $100

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 $100

New to Federal Service? | earn About Your FERS Benefits NOW!

With a wide range of employee benefits to choose from, federal employees enjoy some of the richest benefits in the country. The challenge is not only to understand what’s available, but to make the best choices for your situation. In this session for employees new to federal service, you’ll learn about the components of the FERS pension, the value of annual and sick leave, the importance of TSP participation, and your options for federal health insurance.

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

CFEB TRAINERS

My Federal Retirement & Benefits

Ron Blair | Mr. Blair has received a designation of Certified Insurance Counselor and Certified Financial Planner. In addition, he has achieved the designation of Accredited Asset Management Specialist. He has a Bachelor of Science in Business Administration from the University of Denver, and has pursued graduate business study at Colorado State University.

Eric Kee | Eric S. M. Kee has over 15 years of financial services experience. Prior to joining Personal Financial Benefits., he worked at Jackson National Life, Oppenheimer Funds, DWS-Scudder, One America, and FSC Securities Corporation. Eric’s experience in the industry includes retirement plan consultant, regional wholesaler, and financial advisor. One of Eric’s many specialties includes corporate pensions and corporate retirement benefits. He is a registered representative holding the Series 7 and 63 registrations, along with life and annuity insurance licenses. A graduate of Indiana University- Bloomington, Eric has a Bachelors of Science in Public Affairs and Environmental Science.

Sharla Rountree | Mrs. Rountree has received the designation of Certified Financial Planner (CFP®) from the College of Financial Planning in Denver in 1990, and was a member of the Colorado CFP Education Board and previous member of the Colorado FPA Education committee. She is a graduate of the University of Colorado with a Bachelor of Science in Finance and Marketing. She is an active registered representative and holds the general securities principal Series 24, Series 7, Series 63 and 65 registrations. She also holds separate Colorado licenses for Life, Long Term Care, Accident, and Health insurances.

Ann Vanderslice | Retirement Planning Strategies

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

One day classes are from 8:30 am – 4:00 pm

Half day classes are from 8:00 am – 12:00 pm & 1:00 – 5:00 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

Federal Benefits & Retirement Classes

June 18, 2019

August 27, 2019

November 21, 2019

December 4, 2019


CSRS

July 16, 2019 | Half Day | 8:00 am – 12:00 pm


Early FERS

July 10, 2019

Half Day Financial Class 

TBD

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

The goal of our “breakfast club” is to put you in control of your health and wellness. Please join us for a fast-paced agenda on an assortment of topics that will leave you full of confidence about your present and future well being. We offer one hour classes on topics such financial, retirement and health/welfare.

Online Registration is required for all classes | Walk Ins are not allowed

Financial Planning –  
June 20, 2019 | 8:00 – 9:00 am | Denver Federal Center, CFEB Training Room, Bldg. 25, Denver, CO | Free                                                                       Online registration required: Link Forthcoming
INSTRUCTOR | My Federal Retirement & Benefits

Financial Planning –  
TBD | 8:00 – 9:00 am | Denver Federal Center, CFEB Training Room, Bldg. 25, Denver, CO | Free                                                                                       Online registration required: Link Forthcoming
INSTRUCTOR | My Federal Retirement & Benefits

Financial Planning – Part 5 
TBD | 8:00 – 9:00 am | Denver Federal Center, CFEB Training Room, Bldg. 25, Denver, CO | Free                                                                                       Online registration required: Link Forthcoming
INSTRUCTOR | My Federal Retirement & Benefits

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