Sometimes, all you need is the right information and support.

Benefit Planning, Inc. offers Retirement Workshops to help you forecast your financial needs for your retired years and prepare now, so that you are confident and ready to enjoy a secure future! We believe that you have the power to secure a strong financial future, when given the proper information and support. That’s why we host these workshops – so that we can bring the agencies into contact with the employees who will benefit most from training.

Each Retirement Workshop is set up to be an interactive and educational workshop, giving you the opportunity to think through your unique situation and form a plan for your future. Our instructors are all financial advisors, who are well-versed in the federal government retirement system. After each workshop, you will have the opportunity to get a federal benefits analysis. When you work with us, you’ll get the retirement counseling needed to maximize your working and retirement benefits.

Our 2-Hour Workshop

Our 2-Hour Workshop is complimentary. This is a hard-hitting class designed to open your eyes to what you have and what you can expect in the future. Each individual will have the opportunity to meet one-on-one with a Federal Retirement Representative and to suggestions and help making decisions that fit his/her personal needs.

In this workshop, we will discuss:

– Eligibility for Retirement / CSRS / CSRS Offset and FERS
– Annuity Computation
– Creditable Service
– Maximizing Survivor Benefits
– Voluntary Contributions
– Federal Employee Health Benefits
– Federal Employee Group Life Insurance
– Social Security and Medicare
– Thrift Savings Plan
– Deposit Time / Redeposit Time
– Post Military Service Deposits

And, as promised, everyone who attends will have the opportunity to sit down with a Federal Retirement Specialist for a Federal Benefits Analysis to get you started. Give us a call at (800) 826-5824 to find out about our upcoming 2-hour workshops in your area.

Our 4-Hour Workshop

Like our 2-Hour Workshop, our 4-Hour Workshop is interactive, personalized, and effective for helping you get your future organized. We aim to open your eyes to the best ways to organize your current and future federal benefits. After the workshop, you are invited to meet one-on-one with a Federal Retirement Specialist to get help making decisions about your financial future.

In the Four-Hour Workshop, we will discuss:

– Eligibility for Retirement / CSRS / CSRS Offset and FERS
– Annuity Computation
– Creditable Service
– Maximizing Survivor Benefits (LEO Specific, if applicable)
– Voluntary Contributions
– Federal Employee Health Benefits
– Federal Employee Group Life Insurance
– Disability
– Social Security and Medicare
– Thrift Savings Plan
– Deposit Time / Redeposit Time
– Post Military Service Deposits

We will go into greater depth to ensure that you understand your options and feel confident with your unique situation. And, of course, we will be available afterward for a Federal Retirement Specialist to meet with you and talk about your federal benefits. Give us a call at (800) 826-5824 to find out about our upcoming 4-Hour Workshop in your area. As an approved GSA Contracted Vendor, we offer discounted pricing to all government agencies on our paid training.

Our One-Day and Two-Day Workshops

Our One-Day and Two-Day Workshops go beyond what our 2-hour and 4-hour Workshops have time to cover. They are interactive, motivating, and very in-depth. We will cover most, if not all, of the topics you will have questions about, so that you clearly understand your federal employee benefits options and what you, personally, should do to organize them in the most effective way for you and your family. Our workshops are always taught by Financial Advisors, who have a wide breadth of experience with federal benefits.

In our One-Day and Two-Day Workshops, we will discuss:

– Eligibility for Retirement / CSRS / CSRS Offset and FERS
– Annuity Computation
– Creditable Service
– Maximizing Survivor Benefits (LEO Specific, if applicable)
– Voluntary Contributions
– Federal Employee Health Benefits
– Federal Employee Group Life Insurance
– Disability
– Social Security and Medicare
– Thrift Savings Plan
– Deposit Time / Redeposit Time
– Post Military Service Deposits
– Long-Term Care
– Long-Term Financial Planning

After our workshops, everyone who attends will have the opportunity to sit down with a Federal Retirement Specialist for a Federal Benefits Analysis to get you started.  Give us a call at (800) 826-5824 to find out about our upcoming One-Day and/or Two-Day Workshops in your area. As an approved GSA Contracted Vendor, we offer discounted pricing to all government agencies on our paid training.

 

For Vendors:

If you are interested in information about our workshops, please contact:

Benefit Planning, Inc.
Attn : Workshop Coordinator
227 Midland Park. Suite 3A
Shelbyville KY 40065
Telephone Number : 800-826-5824
Fax : 502-633-1674

 

If you have billing questions, please contact:

Benefit Planning, Inc.
Attn. Callee Tinsley
227 Midland Park. Suite 3A
Shelbyville KY 40065
Telephone Number : 800-826-5824
Fax : 502-633-1674

 

Benefit Planning, Inc. is an approved GSA contracted vendor. GSA #GS02F00355