Retirement Seminars for Agencies from
Personal Benefit Financial
Since 1980, Personal Benefit
Financial (PBF) has conducted more than
750 federal government
retirement seminars in almost all 50 states.
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.
CSRS/FERS and Social Security
How the following affect
military time, windfall provision, public pension offset,
deposits, re-deposits, much more.
Risk Management (Part 1)
“Who Gets It When You
How to prepare an estate plan -- step-by-step
Risk Management (Part 2)
“Things Your Insurance Agent Never Told
How to protect retirement and retirement assets.
How to determine inexpensive and expensive
How to position for retirement.
Long Term Care Planning and Medicaid Planning
How to plan
for most overlooked area in retirement.
Investments and Strategies
Positioning investments to reduce risk
Thrift Savings Plan and Financial Principles
investment choices, what’s best?
Accessing TSP in retirement.
Mortgages and Credit
Note: Agenda can be changed for an agency to meet your needs; such as for CSRS only or
PBS seminars are
taught by qualified instructors with:
- combined federal government seminar experience of more than 52 years
- experience in almost every government agency
PBF 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
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 PBF
at (303) 238-5123 or toll free (800) 238-5123
Meet the PBF Seminar
Sharla D. Rountree,
Rountree is the owner of Personal Benefit Financial, which she joined in
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
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
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
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
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
you would like to hold a pre-retirement seminar in your office,
or call PBF
at (303) 238-5123 or toll free (800) 238-5123
click here for additional
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