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    • HOME
    • SECURE DOCUMENT UPLOAD
    • ABOUT US
      • OUR PROCESS
      • OUR TEAM
      • CFG STRATEGIC PARTNERS
    • SERVICES
      • RETIREMENT STRATEGIES
      • INVESTMENT MANAGEMENT
      • SOCIAL SECURITY
      • FEDERAL EMPLOYEES
      • STRESS-TEST YOUR TSP
      • LEGACY PLANNING CONCEPTS
    • RESOURCES
      • VIDEOS
      • BROCHURES
      • FORMS
    • CONTACT US
    • GET STARTED
  • HOME
  • SECURE DOCUMENT UPLOAD
  • ABOUT US
    • OUR PROCESS
    • OUR TEAM
    • CFG STRATEGIC PARTNERS
  • SERVICES
    • RETIREMENT STRATEGIES
    • INVESTMENT MANAGEMENT
    • SOCIAL SECURITY
    • FEDERAL EMPLOYEES
    • STRESS-TEST YOUR TSP
    • LEGACY PLANNING CONCEPTS
  • RESOURCES
    • VIDEOS
    • BROCHURES
    • FORMS
  • CONTACT US
  • GET STARTED

FEDERAL EMPLOYEE RETIREMENT

WORKSHOP TRAINING AGENDA:

GENERAL RETIREMENT PLANNING

  • Tips for being better prepared for a smooth transition into retirement
  • Understanding what you have and what you need to know about decisions to make at retirement

RETIREMENT SYSTEMS (CSRS & FERS)

  • Eligibility requirements and how to choose an appropriate retirement date
  • Deposits, Redeposits & Military Deposits
  • Special Considerations for Law Enforcement Officers, Air Traffic Controllers, and Firefighters
  • Calculating the CSRS & FERS annuity
  • Cost of Living Adjustments in retirement

SURVIVOR BENEFIT PLAN

  • Coverage, cost and who can benefit from SBP
  • Considerations for electing SBP at retirement
  • Important connection with FEHB

FERS SPECIAL RETIREMENT SUPPLEMENT

  • Eligibility requirements and calculation of the benefit
  • What happens if you work after retiring

SOCIAL SECURITY

  • Strategies for Social Security Benefits

FEDERAL EMPLOYEES GROUP LIFE INSURANCE

  • Coverage and costs while employed

FEDERAL EMPLOYEES HEALTH BENEFITS

  • Tax advantage of FEHB while working
  • Eligibility requirements to keep FEHB in retirement
  • Coordination between FEHB and Medicare Part B

FEDERAL LONG TERM CARE INSURANCE

  • What services Long Term Care insurance covers
  • Coverage and costs for services
  • Eligibility requirements to obtain coverage
  • Options available through FLTCI

THRIFT SAVINGS PLAN

  • Fund choices, tax advantages and options within the TSP while working
  • How to maximize government contributions
  • Options available at retirement 

OVERVIEW

  • Tips to be proactive and understand the financial impact of the decisions to be made at retirement

For The Next ProFeds Federal Retirement Impact Workshop!

REGISTER HERE

Federal Retirement Impact Workshop

The Federal Retirement Impact Workshop is a very unique CSRS and FERS benefits class focused on helping employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees to know the financial impact of retirement and benefit decisions, and to make those decisions carefully based on sound information.

While federal retirement benefits are often confusing and difficult to interpret, ProFeds is able to break down complex concepts into easy-to-understand language to show federal employees how proactive benefit decisions can positively affect their overall financial situation.


Ideal candidates

The employees who typically benefit most from this workshop are within 5-10 years of retirement. Those closer to retirement often have specific questions and concerns regarding retirement decisions to be made—and that makes this workshop particularly relevant to their situation.


Tailoring the workshop to meet the needs of employees

With the wide array of federal employees we train, we know the importance of tailoring the workshop material to suit their specific needs. The most common accommodations we make are for audiences of Law Enforcement Officers, Air Traffic Controllers and Firefighters.


Following the workshop

The financial professional who hosts the workshop offers each employee an opportunity to meet to review their specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of their benefits and identify key decisions to be made as they move closer to retirement. This benefits review is offered at no cost to the agency or employee.


ProFeds’ relationship with financial professionals

ProFeds is a nationwide support structure for financial professionals serving federal employees. The ProFeds team provides tailored training to financial professionals on the unique complexities of federal benefits to help them provide credible, top-notch financial planning services to their federal clients.

  

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA) an SEC Registered Investment Advisor. Compass Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Compass Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.  

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by RWA.  

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For the detailed requirements of the Better Business Bureau, please visit: 

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