Broker Check

Federal Employee Seminars In-Person

Federal Employee Seminar In-Person

In Person Training for Federal Employees in 2023:

FERS Benefits, Retirement Benefits and TSP Live Training: 

Recommended for Federal Employees who plan on retiring in the next year to fifteen years. This course will cover all the topics and information you’ll need to get ready for retirement. Seminar Topics:

FERS Pension, FERS Survivor Pension Options
Thrift Savings Plan (TSP), the Roth TSP option and the TSP options in retirement
Federal Employee Group Life
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


Date: Wednesday February 8th, 2023 in Bloomington, MN  Click here to register for the February 8th Training

Presenters:  Michael Nakashima, CFP, ChFEBC and Justin Horsch, Financial Planner.

Time: 8:30 am - 4:00 pm

Cost: $100 for Federal Employee and Spouse (Spouse is optional, no additional cost for the spouse.) 

Lunch is on your own, we will have light snacks along with coffee and water. 

Location: 8120 Penn Ave S Conference Room 135 Bloomington, MN 55431

____________________________________________________________________

Date: Wednesday April 26th, 2023 in Bloomington, MN  Click here to register for the April 26th Training

Presenters:  Michael Nakashima, CFP, ChFEBC and Justin Horsch, Financial Planner.

Time: 8:30 am - 4:00 pm

Cost: $100 for Federal Employee and Spouse (Spouse is optional, no additional cost for the spouse.) 

Lunch is on your own, we will have light snacks along with coffee and water. 

Location: 8120 Penn Ave S Conference Room 135 Bloomington, MN 55431

_______________________________________________________________________

Date: Wednesday June 14th, 2023 in Bloomington, MN  Click here to register for the June 14th Training

Presenters:  Michael Nakashima, CFP, ChFEBC and Justin Horsch, Financial Planner.

Time: 8:30 am - 4:00 pm

Cost: $100 for Federal Employee and Spouse (Spouse is optional, no additional cost for the spouse.) 

Lunch is on your own, we will have light snacks along with coffee and water. 

Location: 8120 Penn Ave S Conference Room 135 Bloomington, MN 55431

CSRS Retirement Benefits Training

Recommended for CSRS and CSRS Offset Employees getting ready for retirement and want to understand how to best take their federal employee benefits into retirement. We will cover your pensions, survivor pension, federal health/life, .

Seminar Topics:

CSRS Pension, CSRS Survivor Pension Options
Thrift Savings Plan (TSP), the Roth TSP option and the TSP options in retirement
Federal Employee Group Life
Federal Long Term Care Insurance Programs
Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement
Social Security special rules for CSRS/CSRS Offset and Medicare

Date: Wednesday March 22rd, 2023 in Bloomington, MN  Click here for the March 22nd CSRS Training

Presenters:  Michael Nakashima, CFP, ChFEBC and Justin Horsch, Financial Planner.

Time: 8:30 am - 4:00 pm

Cost: $100 for Federal Employee and Spouse (Spouse is optional, no additional cost for the spouse.) 

Lunch is on your own, we will have light snacks along with coffee and water. 

Location: 8120 Penn Ave S Conference Room 135 Bloomington, MN 55431

Have a Question?

Thank you!
Oops!