Understanding Your Social Security Benefits
This Session Covers
An Overview of the 4 Types of Social Security Benefits
- Retirement, disability, survivor, Medicare
- Eligiblity requirements for each type,
- How the amounts are calculated
- How they apply to the financial plans of federal employees, both FERS and CSRS employees
Understanding the Common Pitfalls
- The Windfall Elimination Program for CSRS
- Earnings Test
- Special Retirement Supplement for FERS
- Government Pension Offsets (GPO)
- How the benefits are taxed
Information about Medicare
- Eligibility
- Enrollment
- Differences between A, B, C, & D,
- When are the Federal Dental and Vision plans more advantageous than Medicare B?
... plus a lot more!
* Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.
Speaker and Presenter Information
Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement! Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over 20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s writings on our blog, in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters, and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
Relevant Government Agencies
Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, EEOC, Federal Government, FDA, NSA, FCC
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Thu, Mar 14, 2024, 1:00pm - 4:00pm
ET
Cost
Complimentary: $ 0.00
Website
Click here to visit event website
Organizer
Serving Those Who Serve