The Basic Steps-What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically. Why A Plan is NeededWhat happens to an estate post-mortem?Information about trusts, probate, the titling of propertyTax implications... plus more information about estate planning for federal employees and their families.

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to enrich training experi...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

FEDERAL EMPLOYEES: LEARN HOW TO BE THE HERO IN YOUR OWN RETIREMENT STORY & RETIRE WITH CONFIDENCE The ProFeds FedImpact Retirement Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement. Our goal is to help them avoid the red tape and to retire from federal service with confidence! IMPORTANT INFORMATION Attendance is free-of-charge Class size limited to...

An Overview of FERS & CSRS SurvivorshipDifferences between the two retirement systems’ benefitsQualifying relativesCost of electing benefitsWhat forms should be filled out to ensure qualifying relatives receive the survivorshipOther Information for FERS & CSRS AnnuitantsSpousal Survivor annuities (including former spouses)Cost to give an insurable interest survivor annuityInformation about the basic employee death benefitChild an...

An Overview of Financial Planning for Federal EmployeesSetting goalsPractical considerationsProjecting future income needsHow much money will you need saved when you retire?How do your retirement benefits come into play?The Retirement “Tripod”CSRS and FERS annuities, plus military pensionsSocial Security benefitsTSP, IRAs, and other savings/investmentsEd thoroughly explores all 3 components! Other Information to ConsiderHealth Insu...