260 past events found
+ 21 upcoming events found
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TSP Planning with Ed Zurndorfer
An Overview of the Thrift Savings Plan (TSP) Contributions and how they work, including limits and getting the biggest match Ways to maximize tax savings The main differences between Roth and Traditional TSP accounts Understanding the Different Funds An overview of the five main TSP funds (G, F, C, S, & I) and the Lifecycle (or “L” Funds), plus tips for developing an effective investment strategy that matches your time horizon,...
March 20, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Social Security Benefits
This Session CoversAn 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...
March 14, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your FEGLI Benefits
Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees. This Session CoversAn Overview of Life Insurance for Federal EmployeesGroup Life, including the Federal Employee Group Life Insurance Plan (FEGLI), and individual like policies from private companies, with information about term life insurance versus permanent or whole life in...
March 7, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding Your Federal Retirement B...
An Overview of FERS & Different Types of Retirement Types of service used for determining eligibility to retire under FERS Employee and agency contributions to FERS Military service and temporary time The FERS annuity computation Minimum age and service requirements Early retirement Deferred retirement and “postponed” retirement Understanding the Annuity Computation Amount of an annuity Length of service and unused sick leave H...
March 6, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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Long Term Care Webinar: Understanding FLTCIP
A Detailed Overview of Long Term Care Insurance Costs Inflation protection Benefit amounts Waiting periods Activities of daily living Everything you need to know to make a decision about Long Term Care insurance. Understanding Your LTC Options Pros and cons of the Federal LTC Insurance Program Alternatives to LTC insurance ... plus more information about Long Term Care insurance specifically for federal employees.
February 21, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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Financial Planning for Federal Employees
Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees. This Session Covers An Overview of Financial Planning Topics for Feds Setting goals Practical considerations Projecting future income needs How much money will you need saved when you retire? How do your federal benefits come into play? The Retirement “Tripod” CSRS...
February 15, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Tax Planning with Ed Zurndorfer
Join us for a virtual retirement benefits webinar for Federal Government Employees. From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees. Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement. The Virtu...
February 8, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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Understanding FERS for Special Provisio...
Are you a Federal Firefighter, Law Enforcement Officer, or Air Traffic Controller? You can’t miss this new complimentary webinar from Ed Zurndorfer, one of the leading professionals on Federal Employee Benefits! This Session Covers: An Overview of FERS for Special Provision Employees Job classifications Types of Retirement Plans Mandatory Payroll Withholdings Information on the TSP Retirement Planning Military Service Calculating Your FE...
January 30, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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A Complimentary Webinar featuring Ed Zu...
Join us for a virtual retirement benefits webinar for Federal Government Employees. From a local “federal benefits guru,” Ed Zurndorfer- you will be learning about the mechanics and intricacies of the Federal Government’s benefits package for its employees. Most attendees say they wished they had come decades earlier, but it’s never too late to learn about the benefits that will support you in your retirement. The Virtu...
January 18, 2024
Organizer: Serving Those Who Serve
Location: Virtual
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A Complimentary Webinar by Serving Thos...
Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees. This Session Covers An Overview of the Thrift Savings Plan (TSP) Contributions and how they work, including limits and getting the biggest match Ways to maximize tax savings The main differences between Roth and Traditional TSP accounts Understanding the Different FundsAn over...
January 17, 2024
Organizer: Serving Those Who Serve
Location: Webcast
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