One Day Retirement Course for State & Federal Employees

Why This Course is For You:

• Tailored for State & Federal Employees
  Unlike generic retirement courses, this program addresses the unique challenges and opportunities faced by public sector workers, providing you with customized, actionable strategies.
• Expert-Led by a Financial Authority
  This course is led by financial experts who specialize in working with state and federal employees. With decades of experience, they’ve helped hundreds of individuals like you retire comfortably and confidently.
• Actionable & Practical Takeaways
  You’ll leave this course with a clear, actionable retirement roadmap, so you know exactly what steps to take next.

What You'll Learn:

• Maximizing Your Pension & Benefits | Unlock the full potential of your pension plan and federal/state benefits. Learn how to navigate complex options like the Thrift Savings Plan (TSP), Social Security, and healthcare coverage.
• Tax Optimization in Retirement | Understand the nuances of tax laws for government employees and retirees. Learn to strategically reduce your tax burden and keep more of your hard-earned money.
• Investment Strategies for Public Sector Employees | Discover how to make your retirement funds work for you with risk-managed investments tailored to your unique situation.
• Healthcare in Retirement | Get clarity on healthcare coverage options, from FEHB (Federal Employees Health Benefits) to Medicare, and ensure you're prepared for future medical costs.
• Estate Planning & Legacy Protection | Protect your legacy with estate planning strategies that preserve your wealth for the next generation while minimizing taxes and legal hassles.

Who Should Attend:

• State and Federal Employees nearing retirement
• Anyone with questions about their pension, TSP, or Social Security options.
• Public sector workers that want to optimize their retirement income, minimize taxes, and secure long-term healthcare.

Please be advised that seating is assigned based on confirmed RSVP's with our office. We appreciate your patience as our team works through the list of reservations.

Event Venue & Nearby Stays

Florida State College at Jacksonville - North Campus (Classroom A171), 4501 Capper Road, Jacksonville, United States