Federal Workshops

For more information on workshops or to download a catalog of workshops please click on the following links. You will need Adobe Acrobat to view our catalogs. To download and install Adobe Acrobat follow the previous links to complete installation before viewing catalogs


Early Career Benefits Workshop

Early Career Benefits WorkshopThis workshop is a must for every newly hired employee! Every employee should be educated on how the proper utilization of fringe benefits will affect their financial lives. According to the Employee Benefit Research Institute's 2008 Retirement Confidence Survey®, 43% of workers guess at how much they will need to save and accumulate for retirement. A recent employee survey indicated that employees prefer financial training and education early in their career.

Who should attend this workshop? Every newly hired employee should be scheduled for this workshop at the time of hire or as soon as possible thereafter. It should also be extended to employees who have never received comprehensive training on the proper use of their benefits.


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Mid-Career Financial Guidance Workshop

Mid-Career Financial Guidance WorkshopAre your employees paying enough attention to their retirement plans and the pre-retirement preparation they must accomplish? This extensive program aids employees in several critical areas, helping them focus on benefits and retirement issues.

Who should attend this workshop? This workshop is appropriate for mid-career employees to those within ten years of retirement. It is also recommended for employees who have never attended an extensive benefits or comprehensive financial planning workshop.


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CSRS / FERS Pre-Retirement Workshop

CSRS-FERS Pre-Retirement WorkshopEveryone wants to have a comfortable and enjoyable retirement, but without adequate planning it probably won't happen. People are living longer than ever, which is obviously good news, but that means retirement is becoming more expensive. Many retirees are spending 30 years or more in retirement and often under-estimate the amount of income that it will take to live comfortably. This workshop is designed to teach you what you need to know to make your golden years everything you want them to be.

Who should attend this workshop? This workshop is intended for those within 10 years of retirement. It is also recommended for employees who have never attended an extensive retirement planning workshop.


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