CSRS / FERS Federal Retirement Planning Tools and Resources: Thrift Savings - TSP, FEGLI, FEHB and more.
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Federal Retirement Seminars for Agencies
from Personal Benefit Financial

Since 1980, Personal Benefit Seminars has conducted more than
750 federal government retirement seminars in almost all 50 states.

Pre-Retirement Planning Seminar
from Personal Benefit Financial


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.


Personal Benefit Seminars are taught by qualified instructors with:

  • combined federal government seminar experience of more than 52 years
  • experience in almost every government agency

Personal Benefit 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

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 (303) 238-5123 or toll free (800) 238-5123

Meet the Personal Benefit Seminar Instructors


  
Sharla D. Rountree, CFP®

Sharla D. Rountree is the owner of Personal Benefit Financial, which she joined in 1988.

Due to 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 Seminar since 1990.

Sharla has contributed to the "Money Wise" column for the Rocky Mountain News and co-publishes a quarterly financial planning newsletter, The Dollar Chase. In addition, she works as a corporate and non-profit retirement plan advisor.

Mrs. Rountree has received the designation of Certified Financial Planner (CFP®) from the College of Financial Planning in Denver in 1990, and was a member of the Colorado CFP Education Board and current member of the Colorado FPA Education committee. She is a graduate of the University of Colorado with a Bachelor of Science in Finance and Marketing. She is an active registered representative and holds the general securities principal Series 24, Series 7, Series 63 and 65 registrations.  She also holds separate Colorado licenses for Life, Long Term Care, Accident, and Health insurance.


  
L. Ronald Blair, RFC, CFP®
Ron's 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. Previously Ron was a senior account executive with Educators Marketing Service Corporation. Today, he is an active FINRA registered representative who holds the general securities principal Series 24, Series 7, Series 63, and Series 51 licenses.
 
He also holds separate Colorado licenses for life, accident and health insurance. Ron has a designation of Certified Financial Planner. He achieved the designation of Accredited Asset Management Specialist, Registered Financial Consultant, and has a Bachelor of Science in Business Administration from the University of Denver, and has pursued graduate business study at Colorado State University.



  
Eric S. M. Kee
Eric S. M. Kee has over 18 years of financial services experience. Prior to joining Personal Benefit Financial, 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 federal, state and corporate pensions and federal, state and corporate retirement benefits. He is a registered representative holding the Series 7 and 63 licenses, along with life, annuity and Long Term Care insurance licenses. A graduate of Indiana University- Bloomington, Eric has a Bachelors of Science in Public Affairs and Environmental Science. 

Eric resides in Fraser Colorado with his two sons Asa, 7 and Ezra 5. They enjoy most outdoor activities and spending their free time together from working on the garden to playing in the park, skiing at a resort or just playing basketball or soccer at home. 



If you would like to hold a pre-retirement seminar in your office,
click here for additional information

or call (303) 238-5123 or toll free (800) 238-5123


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