Pre-Retirement Services

 

Agency Solutions

 

Federal Career Experts provides many different lengths of pre-retirement seminars for many different audiences.  We also provide speakers for agency meetings and conferences.  Our seminars come “off-the-shelf”, or they can be modified for the unique needs of any agency.

 

One-day pre retirement seminars cover basic federal retirement benefits such as:

 

• Retirement eligibility
• Retirement computations
• Survivor benefits
• Federal insurance after retirement
• Taxes
• Social Security
• Medicare
• Thrift Savings Plan

 

Two-day pre retirement seminars cover the above items in greater depth, in addition to the following items:

 

• Financial planning
• Estate planning
• Working after retirement
• Retirement living

 

Longer pre-retirement seminars can be presented as well.  They will allow time for group exercises and individual discussions with the instructor or other retirement experts.

 

Seminars can be separated by employee type, such as:

 

• CSRS (including CSRS Offset)
• FERS (including transferees)
• Special category (including law enforcement, firefighters, air traffic controllers, military technicians)
• Mid-career employees
• New employees

   

  See our capability statement for more detailed descriptions of seminar agendas.

   

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Tools for Individuals

 

Federal Career Experts partners with The Federal Retirement Lady for individual retirement services for federal employees.  The Federal Retirement Lady is Ann Ozuna, a retired federal employee who can work with you on your individual retirement needs.

 

For example, The Federal Retirement Lady can:

 

• Prepare and discuss individualized retirement estimates for all categories of federal employees.  The discussions can make what was a cloudy situation crystal clear. The estimates cover
  
  
  • Federal retirement Systems (FERS, CSRS, etc.)
  • Social Security (if applicable)
  • FERS supplement (if applicable)
  • TSP
  • Federal insurance options

     

• FERCCA choices, including preparation of forms.
  
• Benefit protection in divorce decrees
• Disability retirement application

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129 Crissey Avenue • Geneva, IL 60134
Phone: (630) 208-7233 • Fax: (630) 208-7244
Email: [email protected]