Complete your Federal Retirement Package.  Live Virtual.

Complete your Federal Retirement Package. Live Virtual.

Page by page, line by line guidance in completing your federal retirement application

By Pinnacle Personnel Services, LLC

Date and time

March 14, 2023 · 7am - April 29 · 3pm PDT

Location

Online

Refund Policy

Refunds up to 1 day before event
Eventbrite's fee is nonrefundable.

About this event

                                     A Federal Retirement Application Virtual Workshop 

No outside vendors, financial planners or retirement counselors please.  PPS/FBS pride themselves in not soliciting attendees or selling any type of financial products/services.  These sessions are 100% instructional training and **limited to federal employees.**

Featuring Deborah Hatch, CEO and primary instructor for both Pinnacle Personnel Services, LLC., and its subsidiary Federal Benefits Services, LLC.  Presenter brings experience garnered from working in and with the federal government for over 24 years.  First as a federal benefits and human resources specialist within Departments of Veterans Affairs and Defense; then as a government contractor.  She has presented hundreds of retirement seminars, for dozens of federal agencies worldwide.  She has trained thousands of employees: special provisions and traditional, title 5, 10, 32, and 38.    This is the same information normally presented in the classroom and it will be live - just being provided virtually . 

This workshop is designed for federal employees who plan to retire within the next 12 months.  During this workshop, attendees will be guided through the federal retirement application. 

In class, we will complete:  

  • Application for Immediate Retirement, CSRS SF-2801, FERS SF-3107
  • Spouse’s Consent to Survivor Election, CSRS SF-2801-2, FERS SF-3107-2
  • If applicable, Election of Former Spouse Survivor Annuity or Combination Current/Former Spouse Survivor Annuity      SF-2801-3
  • Continuation of Life Insurance, SF-2818
  • We will also discuss all designated beneficiary forms and,
  • If applicable, Voluntary Contributions Election RI 38-124

This session is open to federal employees under any retirement system (CSRS, CSRS-Offset, FERS).  This is a live virtual session:  not a pre-recorded webinar.  You will have an opportunity to ask questions at any time during the session via a chat room. 

Complete your federal retirement application in the privacy of your own home but get guidance as you do it. 

NOTE: Eventbrite (where you are now) is just the payment processing portal. Training will be conducted on the Go To Webinar (G2W) platform. Prior to class (please be aware I am teaching a lot - it may be several days after registering here), you will be loaded into our G2W virtual classroom. You will receive an automated email at that time, as well as 24 and 1 hour prior to our session starting. There is nothing to download, no dial in number and no password required. Simply click on the link that will be provided 10 - 20 minutes prior to the session starting. Cancellations will be refunded if made 24 hours or more prior to training.  

As the instructor does travel frequently and may be in different time zones, a phone number is not provided.  Should you have questions about the training, feel free to email her at debbie@pinnaclepersonnelservices.com

Organized by

Deborah Hatch has an extensive amount of training experience in both technical and soft skill elements of human resources management, leadership, and federal benefits. Debbie has worked for, and with the federal government since 1995. She was a federal employee, within Departments of Defense, Air Force, and Veterans Affairs. After leaving the government, Debbie worked with Federal Benefits Services, LLC. and created her Pinnacle Personnel Services, LLC. She has conducted thousands of seminars and webinars for dozens of federal agencies and 50+ DoD installations, worldwide. She’s trained countless federal employees on their retirement and federal benefits using her retirement triad: Health, Wealth, & Personal Fulfillment.

The technical stuff:

• Completed Ramsey Financial Coach Master Training, 2021.

• Federal Retirement & Benefits, Social Security, Organizational Leadership, Behavioral Assessment, Foundations of Supervision, and Supervisory Soft Skills specialist / instructor. 2000 – present.

• Founder and CEO, Pinnacle Personnel Services, LLC., 2005 – present.

• I do not sell financial products or services but received my licensure certification in Insurance & Annuities for the State of Virginia, 2017. I do not allow people who sell financial products or services to teach in my classes. These are 100% instructional, not sales.

• Co-author, federal retirement chapters, LRP Federal Publications, Federal Manager’s Guide 2008 – 2014.

• CEO and Senior Instructor, Federal Benefits Services, LLC., 2013 – present.

• Instructor, Long Term Care Partners, 2016 – present.

• Military Blended Retirement System (BRS) Financial Counselor / Educator. 2017 – present.

• As a federal employee, served as an employee relations specialist, labor relations specialist, alternative dispute resolution 3rd party neutral, awards chair, employee relations committee and workforce development council chair, assistant chief of human resources, federal long term care, retirement & benefits specialist. 1995 – 2004.

• Bachelor of Science degree, Business Management, Maryland University. 2001.

• Professional member, Society for Human Resources Management. 2003 – present.

• Professional Human Resources certification, HR Certification Institute. 2003 – 2015.

• Member, National Active & Retired Federal Employees Association. 2005 – present.

• Master of Science degree, Organizational Leadership, Norwich University. 2011.

The more important stuff:

• As a federal retirement expert, I teach federal employees how to make informed decisions about their retirement and financial future without trying to sell them investments or financial counseling. I’m 100% about information and education. My goal is to present information in such a way that everyone will understand it.

• I grew up in a very poor family. I shared not only a room but a bed with my two sisters. As a single mom, I took care of myself, two children, and a foster child on just over $400 / month plus food stamps. I was the first person in my family to graduate college. Now I own my business. I pay to take my children and grandchildren (11 of us) on vacation every other year; and can pay cash for my retirement home. I get it. I really do.

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