Understanding and Maximizing FERS Employee Benefits Now

Wednesday, Jan 17, 2018 at 8:00 AM to 4:00 PM CST

10 West 95th St, Bloomington, Minnesota, 55420, United States

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Federal Employee Partial Approval - $95.00

Due to FEB's fee-for-service model, your ticket covers the cost of training and can be transferable to another attendee but not refundable. If FEB cancels the class for any reason, you will be refunded the charges in full.

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Federal Employee plus spouse Partial Approval - $105.00

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Wednesday, Jan 17, 2018 at 8:00 AM to 4:00 PM CST

Bloomington Fire Department, 10 West 95th St, Bloomington, Minnesota, 55420, United States.

Seminar Topics:

  • Federal Employee Retirement Benefits Pension (FERS), Survivor Pension Options, the FERS Special Supplement and how to calculate your pension benefits and costs.
  • Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
  • Federal Employee Group Live and Federal Long Term Care Insurance Programs.  
  • Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
  • Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.

Presenter: Michael Nakashima, Certified Financial Planner™ (CFP®) and Chartered Federal Employee Benefits Consultant (ChFEBC). Mike has been training federal employees nationally since 2007 on the subject of maximizing their federal employee retirement benefits. As a CFP® and ChFEBC Mike is able to show you the value of your benefits from a financial planner and federal benefits expert’s perspective. Mike has been hired by the MN FEB as an instructor to educate participants on planning for retirement.  This program is for educational purposes only and no financial services or products will be presented.

 

Reasonable Accommodation: Please notify the FEB at (612) 713-7200 or email Andria_Stegeman-Horwitz@ios.doi.gov if you have requested a reasonable accommodation from your agency. 

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Innovate Financial, Inc. is Independent of ProEquities, Inc..

Federal Executive Board of Minnesota

https://minnesota.feb.gov/

Federal Executive Board Training

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