Federal Benefits
Are Complex.
Your Retirement
Decisions Shouldn’t Be.
Our virtual Lunch & Learn workshops are designed specifically for federal employees who want to better understand their benefits, retirement options, and financial future, without the confusion or overwhelming jargon.
These educational sessions are created to help federal employees make more informed decisions about retirement planning, income strategies, and benefit elections that can impact their future for years to come.
Whether you’re early in your federal career, approaching retirement, or already eligible to retire, these workshops provide valuable information to help you prepare with confidence.
Free Virtual Workshops
Take advantage of these free lunch and learns to learn more about your federal benefits and retirement options virtually. Register today to secure your spot at an upcoming Lunch & Learn workshop.
Your Pre-Retirement Checklist
Retirement Benefits for Special Provision FERS
Maximizing Your Social Security
Date: June 2nd | Time: 1 pm EST
Learn More
In this free workshop, you'll learn:
- Important retirement timelines and action steps
- What paperwork and benefit elections need attention
- Common retirement mistakes federal employees make
- How to better prepare for income, healthcare, and benefit transitions
- Key considerations before submitting your retirement paperwork
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Date: June 3rd | Time: 1 pm EST
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In this free workshop, you'll learn:
- Special Provision retirement eligibility requirements
- Enhanced pension calculations and retirement timelines
- Mandatory retirement considerations
- Supplement benefits and retirement income planning
- Differences between Special Provision and traditional FERS retirement
- Important planning opportunities many employees overlook
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Date: June 4th | Time: 1 pm EST
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In this free workshop, you'll learn:
- When to consider claiming Social Security benefits
- How different claiming strategies may affect lifetime income
- Important considerations for married couples
- Benefits available to divorced or widowed individuals
- How Social Security coordinates with your federal retirement benefits
- Common misconceptions and costly claiming mistakes
Protect Your Retirement from Long-Term Care Costs
Date: June 5th | Time: 1 pm EST
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In this free workshop, you'll learn:
- The real costs of long-term care in retirement
- What traditional health insurance and Medicare may and may not cover
- How extended care expenses can impact retirement savings and income
- Planning strategies that may help protect your assets and financial independence
- Important considerations for spouses, families, and caregivers
- Common misconceptions surrounding long-term care planning