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:
CEO, Federal Employees Retirement and Benefits Institute
After serving 21 years in the role of HR Specialist with the Department of Justice, Federal Bureau of Prisons, combined with his three years of service in the United States Marine Corps, Robert founded The Federal Employees Retirement and Benefits Institute* to provide FERS and CSRS participants with the information they need before they make retirement-planning decisions that will impact their finances for the rest of their lives.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC.
We are registered to sell Securities in the following states: MD, DC, VA, FL, PA, NJ, DE, IN, MO, TN, TX.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC, a Registered Investment Adviser. Lasting Legacy Wealth Management, Bay Financial Planning and Tax Services, LLC, and Cambridge are not affiliated.