Event Registration

Description:

EARLY FERS CLASS

July 10, 2019 | 8:30 am - 4:00 pm

CFEB Training Room, Bldg. 25 | Denver Federal Center | Lakewood CO

$100 | Online Registration & Payment Required

POLICIES

• Advance registration and payment is required for all classes. WALK-INS are not allowed.
• No refunds for cancellations or no shows. However, you may send a substitute in your place by notifying the CFEB in advance of the class.
• All attendees are required to pay to attend -- including significant others.
• Agencies are required to provide and make advance arrangements for special needs requests such as hearing interpreters.

BENEFIT TOPICS

• Important Documents
• Retiring on a Full, Unreduced Annuity
• How To Calculate Your Annuity
• Survivor Benefits
• Thrift Savings Plan
• Savings Alternatives
• Social Security and Your Federal Annuity
• Federal Employees Health Benefits
• Federal Employees Group Life Insurance
• Federal Long-term Care Insurance
• Taxes

FINANCIAL PLANNING TOPICS

• How your federal benefits fit together with retirement planning fundamentals to ensure you get your best retirement results
• What will you do in retirement (and will that cost more, less or the same as what you’re spending now)?
• Should you and your spouse retire together?
• How taxes, inflation and longevity impact your plan
• Investing – understanding what you own
• Risk vs. reward
• Asset allocation
• Tax diversification
• Creating income in retirement
• The umbrella of insurance – Homeowners, Auto, Health, Life, Long Term Care
• Social Security/Medicare
• Estate Planning

Participants should bring the following to class to calculate their annuity benefits:

• Recent leave and earnings statement
• Recent TSP statement
• Social Security statement (if applicable)
• Calculator

INSTRUCTOR | Ann Vanderslice, Retirement Strategies

QUESTIONS | 303 202 4588 | jeff.conn@gsa.gov