OUR WORKSHOP

Pre-Retirement Checklist Lunch & Learn

Your Pre-Retirement Checklist

Are you truly prepared for retirement from federal service?

This informative Lunch & Learn workshop walks federal employees through the critical steps they should take in the final 6 months before retirement,  helping you avoid costly mistakes, missed deadlines, and unnecessary stress during one of the most important transitions of your career.

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

This session is taught by Stacia Bradley, a highly experienced federal professional with over 41 years of federal service, including time with the Social Security Administration, United States Postal Service, Federal Aviation Administration, and United States Department of Defense.

Stacia has also recently worked directly with displaced United States Agency for International Development employees, assisting with the federal off-boarding and retirement transition process, giving her unique, real-world insight into the challenges federal employees face as they prepare to leave service.

Whether retirement is just around the corner or still a few years away, this workshop can help you feel more informed, prepared, and confident about your next chapter.

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Why Federal Employees Trust Our Workshops

25 +
Years of combined federal benefits expertise
500 +
Iowa federal employees successfully served
2
Convenient sessions to fit your schedule