Got Questions? You’re Not Alone.

Our workshops are designed specifically for federal employees covered under FERS or CSRS who are within 5–10 years of retirement. If you're in your 50s or 60s and want clear answers about your benefits, this is for you.

Yes, there is no cost to attend this presentation. Our goal is to provide helpful, informational content to assist with your retirement planning. After the session, you’ll have the option to connect with a US Feds Approved Local Consultant who can help address your specific retirement needs.

Yes. While every agency has some variations, the core benefits—FERS, TSP, FEHB, Medicare, and Social Security—apply across the board. Our team is experienced in helping employees from the IRS, VA, TSA, SSA, and more.

Topics covered include:

• Federal Benefit Analysis: We help you calculate and understand your FERS or CSRS annuity, service credit, leave balances, and more.

• TSP & Tax Strategy Review: We walk you through your TSP options—Roth vs. traditional, withdrawal timing, rollovers, and how to avoid unnecessary taxes.

• FEHB & Medicare Coordination: We break down what happens to your health coverage at age 65, the pros and cons of Medicare Part B, and how to protect your benefits.

• Social Security Optimization: We show you how WEP or GPO might affect your benefits and help you decide the best age to file based on your federal status.

• Survivor Benefit & Legacy Planning: We help you weigh the cost vs. protection trade-offs of survivor elections—and ensure your spouse is covered.

• And more!

Click here to view our upcoming workshops.

Absolutely. Retirement decisions affect your entire household. We encourage spouses to attend so everyone can make informed choices together.

After the presentation, many attendees choose to connect with a US Feds Approved Local Consultant for a no-cost one-on-one session. This gives you the opportunity to apply what you’ve learned, avoid common mistakes, and receive personalized guidance based on your goals, service history, and retirement timeline.

Yes. You don’t need to attend a workshop to get professional guidance. If you're ready for a one-on-one consultation or need help with your federal retirement decisions, we’re here to support you—no matter where you’re starting from.

Click here to request a one-on-one consultation.

Not at all. Many attendees are within months of retirement or already eligible. The sooner you understand your options, the better your decisions will be.

Nothing. Our workshops are 100% no-cost to agencies and employees. We believe retirement information should be accessible to all federal workers.

Our content covers the full federal benefits landscape—pensions, TSP, health coverage, Social Security, and more. We tailor content for your audience and include live Q&A to address agency-specific concerns.

Yes. We offer flexible delivery formats: in-person, virtual via Zoom, or hybrid—depending on what works best for your team.

We provide promotional flyers, registration links, printed handouts, slides, and handle all logistics. You simply schedule the time—we’ll take it from there.