Broker Check
29 May
Federal Employee Retirement Workshop

Description

Are you a Federal employee preparing for retirement—or just starting to plan ahead? Join us for an educational, no-obligation workshop designed specifically for Federal workers like you. Whether you're under FERS, CSRS, or somewhere in between, understanding your full benefits picture is critical to making informed decisions about your financial future.

During this workshop, we’ll cover essential topics, including:

  • FERS & CSRS Overview – Learn how your annuity, Social Security, and TSP work together.
  • Thrift Savings Plan (TSP) – Understand traditional vs. Roth TSP contributions, recent fund performance, and how to manage your investments near or during retirement.
  • Survivor & Disability Benefits – Know what’s available to protect your loved ones.
  • FEGLI & Federal Health Benefits – Evaluate what benefits to keep or drop in retirement.
  • Retirement Paperwork – Step-by-step review of the retirement application process and tips to avoid common delays.
  • We’ll also discuss how current economic trends—such as inflation, interest rates, and potential changes to Social Security—may affect your retirement plans and how to proactively adjust your strategy.

Whether you’re five years from retirement or just starting your career, this workshop will provide valuable insights to help you maximize your benefits and retire with confidence.

Reserve your seat today—space is limited! Complimentary dinner included.

Date and Time

Thu, May 29, 2025

5:30p - 7:30p CST

Location

McLin's Restaurant

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Event Registration

Will you be able to attend this event?