UPCOMING WEBINAR
J.P. McGehrin and Associates have conducted retirement planning seminars & webinars for federal employees for over thirty years with consistently outstanding participant evaluations.
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Retirement Planning for FERS Employees
Retirement Planning for FERS Employees
This webinar is designed to help employees better understand their federal benefits to make informed decisions on retirement and insurance options, identify financial goals and objectives and plan for financially secure and stable retirement years. This webinar is presented via “GoToWebinar”.
• Joanne McGehrin, Federal Benefits Specialist, addresses all aspects of federal retirement planning, including annuity calculations, credit for federal service, survivor benefit elections, the retirement application process, federal health insurance, Medicare, federal life insurance decisions, TSP withdrawal options, and Social Security benefits.
• Karen Schaeffer (CFP), Certified Financial Planner, encourages participants to develop a financial plan, provides guidance for investing in the TSP and overviews the importance and appropriate use of estate planning documents and medical directives.
• Nathan Sebert, A representative from the Federal Long-Term Care Insurance Program, discusses long term care and family care-giving and features of the new FLTCIP 3.0 plan.
October 26th - October 28th, 2021
Cost: $300 per participant
Each participant is provided a 250 page workbook containing summaries
and/or supplement to information provided in lecture.
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WHO YOU'LL BE WORKING WITH
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SCHEDULE OF EVENTS
Day 1: Tuesday, October 26, 2021
10:00 - 12:00
1:00 - 3:30
Day 2: Wednesday, October 27, 2021
10:00 - 12:00
1:00 - 3:30
Overview FERS Retirement System
Retirement Eligibility
Credit for Service
Annuity Computations
Survivor Benefits
Retirement Application Process
Q & A
Retirement Application Process
Insurance Programs
Thrift Savings Plan
Social Security Benefits
Q & A
Day 3: Thursday, October 28, 2021
10:00 - 12:00
1:00 - 3:00
3:30 - 4:30
Financial Goals and Objectives Appropriate Use of Debt
Housing Choices / Mortgage Considerations
Allocation of TSP
Traditional and Roth IRAs
Estate Planning
Q & A
Federal Long-Term Care Insurance
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Current Retirement Planning Webinar
Presented by: J.P. McGehrin & Associates, Inc.
FERS- October 26th - October 28th, 2021
To register via online, email or by fax
Submit SF 182 to jpmcgehrin@federalbenefits.com, fax to 301-249-3877 or submit online at:
www.federalbenefits.com/registration
For additional information on course content, please contact Joanne McGehrin via e-mail.
e-mail: jpmcgehrin@federalbenefits.com | phone: (301) 249-3877