Rockville, MD | Federal Seminar | November 2025 | ARE-19609

Maximizing Your Federal Employee Retirement Benefits

Timely & Informative Event in Rockville, MD

Event Details

Research Office Center II
2275 Research Blvd, Rockville, MD 20850

Event Options:

– Thursday, November 20 at 5:30 p.m.

– Monday, November 24 at 5:30 p.m.

Seating is limited. There is no charge to attend!

You are invited to a special Event!

This informative seminar is designed to help you better understand how your federal benefits fit into your retirement income plan, and begin preparing for retirement. We’ll cover FERS 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
FERS and defined benefit pension calculations
How Social Security works with retirement benefits and your current plan for retirement income
TSP funds overview, TSP modernization act, and option for those 59½ over and retiring
The cost of your FEGLI now and in retirement
Military buyback
And much more!

Your Presenter

Jonathan Lee

Founder & CEO | The Foundation for Financial Education

Jonathan Lee is the Founder & CEO of the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.

Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker and his seminars are in constant demand because of his expertise in insurance, taxes in retirement and estate issues.

Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.

OUR AREAS OF SPECIALTY INCLUDE:

Jonathan Lee offers insurance products and services. The Foundation for Financial Education (F3E) and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

This educational workshop is presented by Foundation for Financial Education (F3E) volunteers. The following presentation does not in any way advocate for any advice or recommendations about the stock market or any related investments. No products, services, or advice are endorsed by the Foundation (F3E), and any action taken by the consumer is solely at their discretion. Please consult with a licensed advisor who is specifically licensed in the jurisdiction where you reside prior to taking any action relating to investments, insurance, tax, legal, real estate or any other financial instruments. The Foundation (F3E) is not directly affiliated with any of its Certified Educational Consultant Volunteers and is not owned in part or in whole by any private corporation, organization, or association. The material contained herein should not be construed by any audience as anything other than general and generic educational information available to the public. Individuals are encouraged to seek professional advice so they may receive actionable recommendations from a licensed professional.

Your Federal Retirement and Jonathan Lee 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. By responding and or providing information on this site you may be contacted by a financial or insurance professional.