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Federal Employee Seminars In-Person

Federal Employee Seminar In-Person

In Person Training for Federal Employees in 2022:

Innovate Financial is proud to be the Federal Executive Board of Minnesota's training team for FERS Federal Employee Benefits.

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 October 5th, 2022 in Bloomington, MN  Click here to register for October 5th 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

FERS Special Groups Groups (Law Enforcement Officers, Firefighters & Air Traffic Controllers) 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: Tuesday October 25th, 2022 in Bloomington, MN Click here to register for October 25th 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 not provided but we will have light snacks along with coffee and water. 

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

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  

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

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Date: Wednesday April 26th, 2023 in Bloomington, MN  

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

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Date: Wednesday June 14th, 2023 in Bloomington, MN  

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, Survivor Pension Options
  • Thrift Savings Plan (TSP), the 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 special rules for CSRS/CSRS Offset and Medicare

Date: Wednesday March 22rd, 2023 in Bloomington, MN  

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

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