FERS Pre-Retirement Seminar

Date: December 4-5, 2024
Time: 9am - 4pm ET
Location: Virtual Zoom Class

FERS Pre-Retirement Seminar

Date: December 4-5, 2024
Time: 9am - 4pm ET
Location: Virtual Zoom Class

Time to Plan Your Financial Future

Join Stephen Zelcer for an intensive, two-day training designed to prepare Federal Employees for retirement. 
Stephen’s fast-paced, content-rich classes have empowered thousands of Federal Employees to plan their federal retirement with confidence. Now, it’s your turn. 
Whether you’re just starting to think about retirement or are ready to finalize your plans, this class will give you a real-world vision of what’s to come and help you plan accordingly.

I recently took Stephen’s 3-day federal pre-retirement planning class. He is clearly an expert in his field, and his class was full of good information. Stephen also provided very practical suggestions that you could implement right away. His presentation style is also very engaging and he conveys complex information very clearly. Would highly recommend!
Christine B
Department of Energy

What you will learn about

FERS
Retirement

Learn the different ways to retire from the FERS retirement system.

Social
Security

Should you take it early, should you delay?

Survivor
Benefits

Protect your loved ones with the right choices.

FEGLI & Life Insurance

Do you need it? Can you self-insure?

FEHB & Medicare

How medicare coordinates with FEHB. Do you need both?

FSA &
HSA

Which one is better?

Debt
Management

Strategies to reduce and eliminate debt before and during retirement.

Taxes

How to minimise your tax on federal benefits and investments. Both now and in the future.

Thrift Savings
Plan

Make the most of your TSP investments.

Retirement Cashflow & Readiness

Assess your readiness and plan your cash flow to sustain your lifestyle.

Action Steps

Step 1
Secure
Approval

Download and submit this SF-182 form to get the green light for your training.

Step 2
Reserve Your
Spot

Complete this order form to guarantee your place in this must-attend event.

Step 3
Spread the
Word

Share this opportunity with friends, colleagues, and co-workers. Let’s make sure everyone gets the retirement they deserve.

Stephen presented an amazing three day course. I left his course with a wealth of knowledge regarding my financial outcome at retirement and how to prepare. Highly recommend this course to everyone!
Lena D
US Forestry Service