For Federal employees - training on Federal Benefits and TSP and how they work together to maximize your retirement. The Retirement Eligibility and Survivor Benefits class will cover the CSRS and FERS retirement eligibility requirements, annuity calculation, survivor benefits and how to draw income from the TSP.
Insurance Products offered through BG Wealth Management, LLC. Advisory servicers offered through BG Wealth Advisory, LLC. BG Wealth Management, LLC and BG Wealth Advisory, LLC are related companies.
Agenda
How to calculate your CSRS or FERS Retirement Annuity (including CSRS Off-set and LEO/FF/CBP)
FERS Special Retirement Supplement
Early Out Options
CSRS and FERS Survivor Annuity options
How to draw Income from the TSP
Federal employee health benefits during retirement
Social Security Benefits (62, 65-67, 70)
Federal employee group Life Insurance
Medicare Part A and Part B
Presenter
Barbara Gulin
President and Chief Compliance Officer
Barbara spent most of her childhood hopping around the country as her parents were Civil Service employees with the Veteran's Administration. She is grateful to her grandfathers, both World War II veterans, and her uncles and cousins who also served in the military.
Barbara is an Investment Advisor Representative and fiduciary, and the founder of BG Wealth Management and co-founder of BG Wealth Advisory. When she isn't providing taxi service to her youngest daughter, you can usually find Barbara with her nose in a good book or watching a baseball or football game.