At Benefit Planning Inc. (BPI) our experienced team assists our clients in obtaining professional help with the complex financial decisions associated with the federal retirement system.

Since 1987 BPI has been helping federal employees understand and navigate their benefits and provide guidance for integrating their benefits package into their personal financial plan.

As an approved GSA contracted vendor, BPI operates through Money Concepts Capital Corp. and offers free 2 hour Federal Benefits training workshops for agencies on a limited basis. GSA discounted pricing is also available on 4 hour, 8 hour and 2 day training sessions.

Common Workshop Topics Include:

• CSRS & CSRS Offset Retirement
• FERS Retirement & Annuity Retirement
• Social Security & CSRS Penalties
• Military Time
• Survivor Benefit & How to Maximize
• Retirement Planning and much more…

Your retirement may be years away but your decisions TODAY play a crucial role in your future. BPI professionals understand the navigation needed to maximize the federal employee benefit package. In addition to the education workshops, BPI professionals provide complimentary analysis for employees on a personal basis.

As Registered Representatives, BPI can provide assistance with investments, life and long term care insurance, short term disability, as well as fee based asset management and fee based financial plan.

Check the background of this investment professional on FINRA’s BrokerCheck.