ADVERTISEMENT
Federal
Retirement Seminars
for Agencies from
Personal Benefit
Services Group
Since 1980, Personal Benefit
Services Group (PBS) has conducted more than
750 federal government
retirement seminars in almost all 50 states.
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Pre-Retirement Planning
Seminar
from Personal Benefit Services
Group
Sample Two-Day Agenda
Note: Agenda can be changed for an agency to meet your needs; such as for
CSRS only or FERS only participants.
First Day
MORNING TOPICS
CSRS/FERS and Social Security
How the following affect
my retirement:
military time, windfall provision, public pension offset,
deposits, re-deposits, much more.
AFTERNOON TOPICS
Risk Management (Part 1)
“Who Gets It When You
Go”
How to prepare an estate plan -- step-by-step
Second Day
MORNING TOPICS
Risk Management (Part 2)
“Things Your Insurance Agent Never Told
You”
How to protect retirement and retirement assets.
FEGLI
How to determine inexpensive and expensive
parts.
How to position for retirement.
Long Term Care Planning and Medicaid Planning
How to plan
for most overlooked area in retirement.
AFTERNOON TOPICS
Investments and Strategies
Market
place today
Positioning investments to reduce risk
Thrift Savings Plan and Financial Principles
TSP
investment choices, what’s best?
Accessing TSP in retirement.
Miscellaneous
Mortgages and Credit
Roth IRA
Note: Agenda can be changed for an agency to meet your needs; such as for CSRS only or
FERS only
participants. |
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PBS seminars are
taught by qualified instructors with:
- combined federal government seminar experience of more than 52 years
- experience in almost every government agency
PBS seminars not
only cover the most important information on federal retirement benefits -- such
as CSRS/FERS, Social Security and the Thrift Savings Plan -- but more
importantly they provide:
- clear instruction of what to do, and what not to do
- risk protection plans to protect retirement assets
Seminars for
Agencies
2012 special rates are over 60% lower to reflect the government budget crunch.
All retirement seminars
for agencies can be tailored to meet your needs. No financial
products are presented or sold in the seminar.
To hold a retirement seminar at your
agency click
here.
or call PBS
at (303) 238-5123 or toll free (800) 238-5123
Meet the PBS Seminar
Instructors
Sharla D. Rountree, CFP®
Sharla D.
Rountree, is a Certified Financial Planner (CFP®) and is the owner of Personal
Benefit Services Group, which she joined in 1988. Because of increased public
awareness and consumer demand to be more knowledgeable about investments,
retirement concerns and insurance options, Sharla has taught adult education
through a community college on financial planning and investing as well as
provided federal government retirement seminars with Personal Benefit Services
since 1990.
L. Ronald Blair, CFP®, AAMS, CPCU,
RFC
L. Ronald Blair is co-founder of Personal Benefit Services
Seminars. Mr. Blair has received a designation of Certified Insurance Counselor,
Certified Financial Planner as well as Chartered Property and Casualty
Underwriter and Registered Financial Consultant. His extensive background in
financial planning, insurance counseling and business administration reflects
his commitment to comprehensive, professional financial planning assistance for
employees of educational institutions, government agencies, and other
organizations.
Eric S. M. Kee
Eric S. M. Kee has
over 10 years of financial services experience. Prior to joining Personal
Benefit Services Group Group, Inc., he worked at Jackson National Life,
Oppenheimer Funds, DWS-Scudder, One America, and FSC Securities Corporation.
Eric's experience in the industry includes retirement plan consultant, regional
wholesaler, and financial advisor. One of Eric's many specialties includes
corporate pensions and corporate retirement benefits.
If
you would like to hold a pre-retirement seminar in your office,
click here for additional
information
or call PBS
at (303) 238-5123 or toll free (800) 238-5123
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