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About This Webinar
You are cordially invited to a special virtual workshop!
This informative workshop is designed to help you better understand your federal benefits and begin preparing for retirement. We’ll cover FERS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.
We will cover the following important topics:
How to understand, then maximize your Federal Benefits.
*FERS and pension calculations.
*How Social Security works with federal retirements.
*TSP funds overview, TSP modernization act and options for those 59 1/2 over and retiring.
*The cost of your FEGLI, now and in retirement.
*Military buyback
And more!
Agenda
- FERS and pension calculations.
- How Social Security works with federal retirements.
- TSP funds overview, TSP modernization act and options for those 59 1/2 over and retiring.
Language:
English
Who can attend? Everyone
Featured Presenters
Co-Founder | Investment Advisor Representative
As Co-Founder and Investment Advisor Representative of MasterPlan Retirement Consultants, Mark prides himself on providing clients the tools to help with planning and execution of retirement strategies. With over 25 years in the Financial Services field, Mark concentrates on helping clients strategically navigate their retirement income, while taking steps to help consider possible future risks and that lifetime income strategies have been reviewed and implemented where appropriate.
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues including federal benefits packages.
Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.
Mark has 3 adult children, 4 grandsons and 2 granddaughters. He is an ordained elder and is involved in international mission work.
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues including federal benefits packages.
Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.
Mark has 3 adult children, 4 grandsons and 2 granddaughters. He is an ordained elder and is involved in international mission work.
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