OUR SEMINARS

FEDERAL RETIREMENT WORKSHOP seminar

DENVER, COLORADO

Wednesday, July 14, 2o21

FEDERAL RETIREMENT WORKSHOP seminar

ST. PETERSBURG, FLORIDA

Wednesday, August 10th, 2o21

Federal Retirement Workshop

(meets SF-182 requirements)

Tampa, florida

Tuesday, June 8, 2021

9:00 am – 4:00 pm

Embassy Suites
10220 Palm River Rd.
Tampa, FL 33619

This workshop gives 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.

__________________

Hosted By

Alan Busch
Smarter Retirement Solutions

__________________

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)

Denver, Colorado

Wednesday, July 14, 2021

9:00 am – 4:00 pm

Courtyard by Marriott
14355 Orchard Parkway
Westminster, CO 80023

This workshop gives 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.

__________________

Hosted By

Jonathan Busch
Smarter Retirement Solutions

__________________

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)

orlando, florida

Wednesday, July 21, 2021

9:00 am – 4:00 pm

The Crowne Plaza Orlando
7800 Universal Boulevard
Orlando, FL 32819

This workshop gives 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.

__________________

Hosted By

John Ripley
Smarter Retirement Solutions

__________________

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)

Colorado Springs, Colorado

Thursday, July 15, 2021

9:00 am – 4:00 pm

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

This workshop gives 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.

__________________

Hosted By

Terry Thomason
Smarter Retirement Solutions

__________________

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

This workshop gives 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.

__________________

Hosted By

Alan Busch
Smarter Retirement Solutions

__________________

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)

Austin, Texas

Tuesday, August 17, 2021

9:00 am – 4:00 pm

Embassy Suites Austin Arboretum
Stonelake Blvd.
Austin, TX 78759

This workshop gives 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.

__________________

Hosted By

Clint Connell
Smarter Retirement Solutions

__________________

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

__________________