We educate individuals on their federal retirement system, optimize strategies that maximize their retirement benefits, and assist with the retirement process overall from A to Z, for free.
Our seminars and 1 on 1 meetings cover:
- Retirement eligibility & Best date to retire
- Changes to FEGLI/FEHB/BEDB
- Net pension & Supplement calculations
- Sick/annual leave strategy
- Social security strategy & Break even analysis
- Mortgage/debt/asset analysis
- Survivor benefit election & Interim period
- TSP/IRA/Roth Financial strategy
- Tax efficiencies in retirement & the SECURE Act
- 10% Pension kicker & much more
We also assist with HR related services such as FEGLI Change Forms, Beneficiary Change Forms, Military buy backs, option c refunds, and most importantly, retirement paperwork for both FERS and CSRS. We provide these services, as well as those mentioned above, at no cost.
Currently, there are no scheduled events. Stay tuned for updates or sign up to receive notifications about upcoming seminars.