OUR EVENTS

FEDERAL RETIREMENT WORKSHOPS

(ALL WORKSHOPS MEET SF-182 REQUIREMENTS)

These workshops give federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement.
Attendees also receive complimentary visits for comprehensive financial planning with our team of fiduciaries and federal benefits report.

TRAINING AGENDA

General Retirement Planning

Federal Pensions (CSRS & FERS)

Survivor Benefit Plan (SBP)

Social Security (SS)

Special Retirement Supplement (SRS)

Life Insurance (FEGLI)

Health Insurance (FEHB)

Long Term Care Insurance (FLTCIP)

Thrift Savings Plan (TSP)

IMPORTANT INFORMATION

Attendance is free-of-charge

Class size limited to enrich the training experience

Training includes CSRS & FERS audiences

Spouses are encouraged to attend

Refreshments and a light lunch are provided

Arrive 15 minutes early to select your seat

To request official time to attend, use SF-182

Federal Retirement Workshop

(meets SF-182 requirements)

St. Petersburg, florida

Wednesday, August 10, 2021

9:00 am – 4:00 pm

Hilton St. Petersburg Carillon Park
950 Lake Carillon Dr.
St. Petersburg, FL 33716

__________________

Hosted By

Alan Busch
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Austin, Texas

Tuesday, August 17, 2021

9:00 am – 4:00 pm

Embassy Suites Austin Arboretum
Stonelake Blvd.
Austin, TX 78759

__________________

Hosted By

Clint Connell
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

ORLANDO, florida

Wednesday, SEPTEMBER 8, 2021

9:00 am – 4:00 pm

The Crowne Plaza Orlando
7800 Universal Boulevard
Orlando, FL 32819

__________________

Hosted By

John Ripley
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Tampa, florida

Tuesday, October 5, 2021

9:00 am – 4:00 pm

Embassy Suites
10220 Palm River Road
Tampa, FL 33619

__________________

Hosted By

Alan Busch
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Denver, Colorado

Tuesday, October 19, 2021

9:00 am – 4:00 pm

Courtyard by Marriott
14355 Orchard Parkway
Westminster, CO 80023

__________________

Hosted By

Jonathan Busch
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Colorado Springs, Colorado

Wednesday, October 20, 2021

9:00 am – 4:00 pm

Marriott Colorado Springs
5580 Tech Center Drive
Colorado Springs, CO 80919

__________________

Hosted By

Terry Thomason
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

ORLANDO, florida

Tuesday, November 2, 2021

9:00 am – 4:00 pm

The Crowne Plaza Orlando
7800 Universal Boulevard
Orlando, FL 32819

__________________

Hosted By

John Ripley
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Austin, Texas

Tuesday, November 16, 2021

9:00 am – 4:00 pm

Embassy Suites Austin Arboretum
Stonelake Blvd.
Austin, TX 78759

__________________

Hosted By

Clint Connell
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Colorado Springs, Colorado

Thursday, December 9, 2021

9:00 am – 4:00 pm

Marriott Colorado Springs
5580 Tech Center Drive
Colorado Springs, CO 80919

__________________

Hosted By

Terry Thomason
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

Denver, Colorado

Friday, December 10, 2021

9:00 am – 4:00 pm

Courtyard by Marriott
14355 Orchard Parkway
Westminster, CO 80023

__________________

Hosted By

Jonathan Busch
Smarter Retirement Solutions

Federal Retirement Workshop

(meets SF-182 requirements)

St. Petersburg, florida

Wednesday, DECEMBER 14, 2021

9:00 am – 4:00 pm

Hilton St. Petersburg Carillon Park
950 Lake Carillon Dr.
St. Petersburg, FL 33716

__________________

Hosted By

Alan Busch
Smarter Retirement Solutions