$115 – $125

Duluth FERS Pre-Retirement Benefits Training

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Location

EPA Building

6201 Congdon Blvd

Ontonagon Room

Duluth, MN 55804

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Event description

Description

Seminar Topics:

  • Federal Employee Retirement Benefits Pension (FERS), Survivor Pension Options, the FERS Special Supplement and how to calculate your pension benefits and costs.
  • Thrift Savings Plan (TSP), the new Roth TSP option and the TSP options in retirement.
  • Federal Employee Group Live and Federal Long Term Care Insurance Programs.
  • Federal Employee Health Benefits and Medicare, as well as using your Federal Health Insurance in retirement.
  • Social Security strategies and benefits to taking SS immediately or delaying for later, higher payment.

Parking: Free at EPA, in front of the building near the flag pole

Lunch: On your own. Several dining options available nearby, including delivery from Subway or Erberts and Gerberts.

Presenter:

Michael Nakashima, Certified Financial Planner™ (CFP®) and Chartered Federal Employee Benefits Consultant (ChFEBC). Mike has been training federal employees nationally since 2007 on the subject of maximizing their federal employee retirement benefits. As a CFP® and ChFEBC Mike is able to show you the value of your benefits from a financial planner and federal benefits expert’s perspective. Mike has been hired by the MN FEB as an instructor to educate participants on planning for retirement. This program is for educational purposes only and no financial services or products will be presented.

Reasonable Accommodation: Please notify the FEB at (612) 713-7200 or email Andria_Stegeman-Horwitz@ios.doi.gov if you have requested a reasonable accommodation from your agency.

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Innovate Financial, Inc. is Independent of ProEquities, Inc..

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Date and Time

Location

EPA Building

6201 Congdon Blvd

Ontonagon Room

Duluth, MN 55804

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