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Understanding and Maximizing FERS Employee Benefits Now and in Retirement

November 18 @ 8:00 am - 3:00 pm

$95.00 – $105.00

Seminar Topics:

-FERS, Survivor Pension Options -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.

 

Lunch: Lunch is not provided. There are eating establishments nearby or you can bring your own lunch.

 

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

 

*Due to FEB’s fee-for-service model, tickets cover the cost of training and are not refundable. However, tickets can be transferred to another attendee. If FEB cancels the class for any reason, you will be refunded the charges in full.* For more information on FEB’s COVID-19 policies, please visit us here.

Details

Date:
November 18
Time:
8:00 am - 3:00 pm
Cost:
$95.00 – $105.00
Event Category:

Organizer

Federal Executive Board of Minnesota
Phone:
(612) 713-7200
Email:
mn_feb@ios.doi.gov
View Organizer Website

Venue

Innovate Financial
8120 Penn Avenue South, Suite 565, Conference Room 135
Bloomington, 55431
+ Google Map

Tickets

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