UPCOMING SEMINAR
J.P. McGehrin and Associates have conducted retirement planning seminars for federal employees for over thirty years with consistently outstanding participant evaluations.
CLICK HERE TO ENROLL TODAY!
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Current Retirement Planning Seminars
Presented by: J.P. McGehrin & Associates, Inc.
CSRS- 2020 Dates Still to be Scheduled
FERS- September 1st - 2nd, 2020
Retirement Planning for CSRS Employees
2020 Dates Still to be Scheduled
Please check back in a few weeks for more information.
Class times:
Day 1- 8:30 am - 4:30 pm
Day 2- 8:30 am - 4:00 pm
Cost: $425.00 per participant
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Embassy Suites Springfield
(Corner of Rte. 95 and Fairfax County Parkway)
8100 Loisdale Road - Garfield Room
Springfield, VA 22150
(571) 339-2000
Retirement Planning for CSRS Employees
This seminar is designed to help employees better understand their federal benefits, identify financial goals and objectives, determine appropriate medical directives and estate planning documents and plan for financially secure and stable retirement years.
• Joanne McGehrin, Federal Benefits Specialist, conducts
a detailed discussion of CSRS retirement benefits, CSRS Offset retirement benefits, insurance programs, Thrift Savings Plan withdrawal options and Social Security Benefits.
• Karen Schaeffer, Certified Financial Planner, encourages participants to develop a financial plan, overviews the importance and appropriate use of estate planning documents and medical directives, provides guidance for investment options available within the TSP program and addresses financial planning issues in retirement.
• A LTC Partners Representative, overviews the Federal Long- Term Care Insurance Program.
• Each participant is provided a 250+ page workbook containing summaries and/or supplements to information provided in lecture.
• Space permitting, spouses are invited to attend at no additional charge, but are not provided with participant workbooks. Spouses must be registered to attend along with employee.
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Retirement Planning for FERS Employees
September 1 - 2, 2020
Class times:
8:30 am - 4:30 pm
Cost: $425.00 per participant
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Courtyard by Marriott Springfield
Purple Heart Room
8100 Loisdale Road
Springfield, VA 22150
(703) 924-7200
Retirement Planning for FERS Employees
This seminar is designed to help employees better understand their federal benefits, identify financial goals and objectives, determine appropriate medical directives and estate planning documents and plan for financially secure and stable retirement years.
• Joanne McGehrin, Federal Benefits Specialist, conducts a detailed discussion of FERS retirement benefits, insurance programs, Thrift Savings Plan withdrawal options and Social Security benefits.
• Karen Schaeffer, Certified Financial Planner, encourages participants to develop a financial plan, overviews the importance and appropriate use of estate planning documents and medical directives, provides guidance for investment options available within the TSP program and addresses financial planning issues in retirement.
• A LTC Partners Representative, overviews the Federal Long- Term Care Insurance Program.
• Each participant is provided a 250+ page workbook containing summaries and/or supplements to information provided in lecture.
• Space permitting, spouses are invited to attend at no additional charge, but are not provided with participant workbooks. Spouses must be registered to attend along with employee.
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To register via email or fax
Submit SF 182 to jpmcgehrin@federalbenefits.com or fax to 301-249-3877.
For additional information on course content, please contact Joanne McGehrin via e-mail.