PRE-RETIREMENT PLANNING FOR FEDERAL EmployeeS

You are invited to a special virtual workshop!

This informative workshop is designed to help you better understand your federal benefits and begin preparing for retirement. We’ll cover FERS/CSRS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.

We will cover the following important topics:

  • How to understand, then maximize your Federal Benefits
  • CSRS vs FERS and pension calculations
  • How Social Security works with federal retirements
  • TSP funds overview, TSP modernization act, and options for those 59½ over and retiring
  • The cost of your FEGLI now and in retirement
  • Military buyback
  • LTC options for federal retirees
  • The importance of knowing Tax Now vs. Tax Later vs. Tax Exempt accounts
  • And much more!

Your Presenter

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Spencer Prince

Foundation for Financial Education | North Carolina Director of Operations

Born and raised in California, Spencer has always had a strong desire to serve others. Spencer’s family and his faith are front and center in his life. After attending college in Sacramento, Spencer graduated from the Sacramento Sheriff’s Academy and served as a Law Enforcement Officer for ten years. Here, he learned the value of hard work, commitment and honor.

In 2004, Spencer met Ron Roberts and developed a keen interest in the importance of proper estate and retirement planning. Seeing loved ones experience unnecessary loss and hardship in retirement has made Spencer passionate about securing his and others’ financial future. In 2006, following Ron’s mentorship, Spencer chose to enter the profession of retirement and financial planning.

Spencer has been married to his wife Melanie for 23 years, and they have four children. He enjoys sports, staying active and spending time with his family. Spencer has worked extensively with youth as a high school ROP Law Enforcement teacher, a counselor for at-risk youth and a youth football coach. Spencer has a deep desire to teach youth to live with honor, courage, faith and integrity. He is a proponent for devoting time, energy and resources to helping abused, abandoned and at-risk youth find loving homes and environments where they are able to be loved, nurtured and ultimately discover their true value.

OUR AREAS OF SPECIALTY INCLUDE:

  • Civil Service Retirement System
  • Deposits and Redeposit
  • Military Service Buy Back
  • TSP Withdrawal Options
  • Survivor Benefit Options
  • Federal Employee Retirement System
  • Disability Insurance Coverage
  • Thrift Savings Plans
  • Windfall Elimination Provision
  • Retirement Package Counseling & Completion
  • Computation Retirement Annuity
  • Federal Employee Group Life Insurance
  • TSP In-Service Withdrawals
  • FERS Transfer

Spencer Prince
Foundation for Financial Education, North Carolina Director of Operations 
https://www.f3enc.org/ 
4928 Linksland Drive, Suite 300, Holly Springs, NC 27540

[email protected] | 919-285-4482

© 2022 Foundation for Financial Education

 

F3E and Spencer Prince are not affiliated with the U.S. Federal Government and is not sponsored or endorsed by any governmental agency. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.