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Federal Workshop Itinerary

May 17th: Clark Auditorium - Building 10

12:00 PM - 12:05 PM: Welcome and Introduction

A brief overview of the day's agenda and learning objectives.

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12:05 PM - 12:10 PM: FSAs & HSAs

Explanation of how FSAs and HSAs work, their differences, advantages, and how to utilize them for your health expenses.

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12:10 PM - 12:20 PM: FEHB (Federal Employee Health Benefits)

Discussion on the options, benefits, and how to plan healthcare costs.

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12:20 PM - 12:30 PM: Medicare

Understanding the various parts and the enrollment process.

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12:30 PM - 12:45 PM: FEGLI (Federal Employees' Group Life Insurance)

Information on policy coverage and its role in a secure retirement.

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12:45 PM - 12:55 PM: Sick Leave & Annual Leave

Detailed discussion on both policies and how they impact your retirement.

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12:55 PM - 1:05 PM: Interim Period Strategy

Guidance on managing finances during the transition into retirement.

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1:05 PM - 1:15 PM: Military Buyback

Clarification on the process and advantages.

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1:15 PM - 1:20 PM: Full Retirement Eligibility

Detailed insight into eligibility criteria and timeline.

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1:20 PM - 1:25 PM: The Best Day to Retire

In-depth discussion on the optimal timing for retirement and its impacts. 

 

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1:25 PM - 1:35 PM: Survivor Benefit

A comprehensive overview of survivor benefits and how they can provide for your loved ones. â€‹

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1:35 PM - 1:45 PM: Pension Calculation

A step-by-step guide to estimate your pension + the FERS Supplement

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1:45 PM - 1:55 PM: Social Security Strategy

Strategies to optimize Social Security benefits in retirement.

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1:55 PM - 2:05 PM: Comparing Net-to-Net Income

Tools and techniques for estimating your true retirement income.

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2:05 PM - 2:10 PM: TSP Fund Options

Introduction to the range of investment options available.

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2:10 PM - 2:15 PM: TSP Withdrawal Options

Discussion on the withdrawal options and strategies.

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2:15 PM - 2:20 PM: 401(k)s vs IRAs

Comparison to help you decide the best fit for your situation.

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2:20 PM - 2:25 PM: How to Use Retirement Funds Sustainably

Advice on how to make your retirement savings last.

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2:25 PM - 2:30 PM: What Do Folks Leave on the Table?

Common mistakes to avoid in order to fully utilize your benefits.

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Optional Q&A Session Following

The presenters will remain available for additional questions and discussions after the formal program concludes.

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