Federal Workshop Itinerary
Clark Auditorium - Building 10
1:00 PM - 1:05 PM: Welcome and Introduction
A brief overview of the day's agenda and learning objectives.
1:05 PM - 1:10 PM: FSAs & HSAs
Explanation of how FSAs and HSAs work, their differences, advantages, and how to utilize them for your health expenses.
1:10 PM - 1:20 PM: FEHB (Federal Employee Health Benefits)
Discussion on the options, benefits, and how to plan healthcare costs.
1:20 PM - 1:30 PM: Medicare
Understanding the various parts and the enrollment process.
1:30 PM - 1:45 PM: FEGLI (Federal Employees' Group Life Insurance)
Information on policy coverage and its role in a secure retirement.
1:45 PM - 1:55 PM: Sick Leave & Annual Leave
Detailed discussion on both policies and how they impact your retirement.
1:55 PM - 2:05 PM: Interim Period Strategy
Guidance on managing finances during the transition into retirement.
2:05 PM - 2:15 PM: Military Buyback
Clarification on the process and advantages.
2:15 PM - 2:25 PM: Full Retirement Eligibility
Detailed insight into eligibility criteria and timeline.
2:25 PM - 2:35 PM: The Best Day to Retire
In-depth discussion on the optimal timing for retirement and its impacts.
2:35 PM - 2:45 PM: Survivor Benefit
A comprehensive overview of survivor benefits and how they can provide for your loved ones.
2:45 PM - 2:55 PM: Pension Calculation
A step-by-step guide to estimate your pension + the FERS Supplement
2:55 PM - 3:05 PM: Social Security Strategy
Strategies to optimize Social Security benefits in retirement.
3:05 PM - 3:15 PM: Comparing Net-to-Net Income
Tools and techniques for estimating your true retirement income.
3:15 PM - 3:20 PM: TSP Fund Options
Introduction to the range of investment options available.
3:20 PM - 3:25 PM: TSP Withdrawal Options
Discussion on the withdrawal options and strategies.
3:25 PM - 3:40 PM: 401(k)s vs IRAs
Comparison to help you decide the best fit for your situation.
3:40 PM - 3:50 PM: How to Use Retirement Funds Sustainably
Advice on how to make your retirement savings last.
3:50 PM - 4:00 PM: What Do Folks Leave on the Table?
Common mistakes to avoid in order to fully utilize your benefits.
Optional Q&A Session Following
The presenters will remain available for additional questions and discussions after the formal program concludes.