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SEMINAR OVERVIEW
This seminar is designed for federal employees who are within five years of retirement and who are concerned with their federal benefits and annuity. We offer this seminar as 2-days of classroom instruction and a one-on-one federal retirement and financial planning session which includes our Federal Employee Benefit Analysis and comprehensive plan for retirement for each seminar attendee who requests a consultation.
THE BENEFITS OF OUR SEMINARS
• Expert staff on federal benefits and federal employee retirement planning
• Comprehensive coverage of all major federal retirement benefit programs
• In-depth one-on-one federal retirement consultation
• Annual updates of our Federal Benefits Sourcebook
• Competitive pricing
THE EMPLOYEE BENEFIT ADVISORS' STAFF
Each Employee Benefit Advisors staff member has an extensive background working with the federal government. We know and understand your individual needs as a retiree; and as a manager making the decisions about which contractor will best serve your people. Employee Benefit Advisors not only gives you an expert on your federal benefits but also a highly trained public speaker so that the message does not get lost in the delivery. Our #1 goal is to help federal employees retire with the peace of mind that they made the right decisions about their federal benefits.
ONE-ON-ONE FEDERAL RETIREMENT CONSULTATION
One of the key attributes of our seminar package is our Comprehensive Plan for Retirement (CPR). By utilizing our Federal Employee Benefit Analysis software along with a complete financial plan we are able to help each employee put in place a retirement plan that helps them achieve their current and future financial objectives.
AGENDA
Thrift Savings Plan
Contribution Limits
Fundamental Plans for Investing
History and Market Strategies
Withdrawal Options
Maximizing Accumulation
Using the L-Funds
Loans and Their Effect
Federal Employees' Group Life Insurance
Overview of Coverage
5 Categories of Coverage
Beneficiary Designation
Individual Examples
Cost Associtated with Coverage
Calculation, Function, Reduction
Federal Retirement Systems
Civil Service Retirement System
CSRS Offset
Disability Retirement
Early Retirement
Computation of Retirement Annuity
Survivor Benefit Plan
Federal Employee Retirement System
FERS Transfer
Law Enforcement, Air Traffic Controller and Firefighter Retirement
Deposits and Redeposits
Re-employed Anuitants
Social Security
FERS Social Security "Supplemental"
How to Estimate Payments and Tax
Windfall Elimination Provision (WEP)
Social Security Retirement Tables
Federal Employees Health Benefits
5 Year Window Before Retirement
How the Survivor Benefit Plan Effects FEHB
Post-Retirement FEHB
Federal Long Term Care Insurance
For seminar pricing and contracting information contact:
Employee Benefit Advisors
Attn: Andy Weeks
225 Peachtree Street
Suite 1440
Atlanta, GA 30303
a_weeks@ebainc.net
1-877-688-5505
DUNS #606123946
CCR #4PWJ6
*Individual retirement consultations currently available in Atlanta, Chicago, Dallas, and Washington, D.C. | 
