Friday, February 27 11:00 AM – 2:00 PM EST

Join our 3-hour virtual workshop led by our team of Chartered Federal Employee Benefits Consultants. We'll cover your FERS pension, TSP strategies, FEHB, Medicare, survivor benefits, and answer your questions live.

Complete FERS breakdown
Live Q&A with ChFEBC experts
100% free, no obligation

Join 10,000+ federal employees who've attended

By the end of this workshop, you'll be able to:

Calculate your exact FERS pension down to the dollar
Choose the right survivor benefit election for your family
Coordinate FEHB and Medicare without gaps or overpaying
Create a tax-efficient TSP withdrawal strategy
Identify optimization opportunities HR never mentions

What You'll Learn (90 minutes)

1

FERS Pension Fundamentals

Calculating your exact pension amount
Understanding the High-3 salary calculation
MRA, eligibility rules, and special provisions
Deferred vs immediate retirement

2

TSP Strategy & Withdrawals

Traditional vs Roth TSP contributions
Fund allocation strategies (C, S, I, F, G)
Withdrawal options and tax implications
Required Minimum Distributions (RMDs)

3

Healthcare in Retirement

FEHB coverage continuation rules
Medicare Parts A, B, D coordination
When to enroll and avoid penalties
IRMAA and income-driven premiums

4

Survivor Benefits & Estate Planning

Survivor Benefit Plan (SBP) cost vs value
Full vs partial vs zero election
Life insurance (FEGLI) in retirement
Beneficiary designations

5

Live Q&A (30 minutes)

Your specific questions answered
Real scenarios from federal employees
Planning strategies from CFP® advisors

What to Expect

Before the Workshop

You'll receive a Zoom link via email
No preparation needed—come with questions
Works on computer, tablet, or phone

During the Session

Live presentation with screen sharing
Real examples and case studies
Interactive Q&A throughout
Stay on camera off, unmuted when asking questions

After the Workshop

Downloadable planning worksheets
Recording available for 7 days
Optional: Schedule 1-on-1 consultation
No pressure, no sales pitch—just education

Join 10,000+ federal employees who've attended

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Phone number?

You're Registered!

See you on Friday, February 27 at 11:00 AM – 2:00 PM EST

Check your inbox for the Zoom link and details. We'll send a reminder before the session.

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