Federal Employee Retirement Benefits Planning Training Workshop

Federal Employee Retirement Benefits Planning with ProFeds

Federal benefits are among the most valuable and least understood forms of compensation in the country. Between CSRS or FERS pensions, TSP, FEHB, FEGLI, and Social Security, federal employees face retirement decisions that many private-sector workers never have to think about, and many of those decisions can't be undone once they're made.

That's exactly why Evergreen Wealth Advisors partners with ProFeds to offer the FedImpact Retirement Workshop, a benefits workshop built specifically for the federal workforce. Fewer than half of federal employees have calculated how much they need to retire. We’re here to help close that gap.

Register for the FedImpact Retirement Workshop October 6 | Spokane, WA

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Unique Challenges and Decisions: FERS Supplements, TSP Contributions, and More

Countless federal employees are underserved because their benefits are complicated. A private-sector retirement plan usually means a 401(k) and Social Security. A federal career can mean layering a CSRS or FERS pension, the FERS Supplement, TSP contributions and withdrawal rules, Social Security, a Survivor Benefit Plan election, FEGLI coverage tiers, FEHB continuation into retirement, and, for some, FLTCIP, all with their own deadlines and irreversible elections.

Federal employees we work with consistently share the same concerns:

Whether their FERS Supplement, TSP withdrawals, and Social Security are sequenced to work together
Picking a retirement date that lines up with their eligibility rules and their FEHB enrollment window
Understanding what a Survivor Benefit or FEGLI election locks in, and what it gives up
How FEHB coverage and costs shift once Medicare enters the picture
Finding a financial professional who's trained on federal benefits specifically, not applying private-sector logic to a federal career

What Is the FedImpact Retirement Workshop?

ProFeds developed the FedImpact Retirement Training Workshop to help federal employees apply what they learn directly to their own situation, rather than teaching benefit rules at a purely technical level. The goal is to help you understand the financial impact of your retirement and benefit decisions so you can make them carefully, based on sound information rather than guesswork.

As a GSA Schedule Contract Holder, ProFeds provides retirement training in accordance with the Office of Personnel Management's (OPM) financial literacy objectives. The workshop is offered at no cost and no obligation.

Who gets the most value from this workshop?

Employees within 5 to 10 years of retirement tend to get the most value, since they're facing specific, near-term decisions about their benefits. ProFeds also tailors the material for specialized federal roles, commonly law enforcement officers, air traffic controllers, and firefighters, whose retirement rules differ from the general federal workforce.

Evergreen Wealth Advisors Understands Federal Benefits Planning

Darrin built much of his career serving federal clients, including a substantial number who previously worked for Boeing before he founded Evergreen Wealth Advisors with his wife, Sammie. Through the FedImpact Retirement Workshop and his ongoing training with ProFeds, Darrin stays current on the details of CSRS and FERS benefits so that federal employees don't have to become their own benefits experts to retire with confidence.

We have extensive knowledge of the federal benefits that shape your retirement, including:

CSRS & FERS pensions
Survivor Benefit Plan elections
FERS Supplement
Social Security for federal employees
Federal Employees' Group Life Insurance (FEGLI)
Federal Employees Health Benefits (FEHB)
Federal Long-Term Care Insurance Program (FLTCIP)
Thrift Savings Plan (TSP)

Your Next Step: A Personalized Federal Benefits Analysis

After the workshop, Darrin offers every attendee the opportunity to meet one-on-one and build a personalized Federal Benefits Analysis. This analysis takes the general concepts covered in the workshop and applies them directly to your pension, TSP, FEHB, and other benefits, so you can see exactly how your decisions affect your retirement, at no cost and with no obligation.

Schedule Your No-Cost Federal Benefits Analysis

Frequently Asked Questions About Federal Employee Benefits Planning

What is ProFeds?

ProFeds is a nationwide support structure that trains financial professionals specifically on the complexities of CSRS and FERS federal benefits. Unlike broader community financial education, ProFeds and the FedImpact Retirement Workshop are built exclusively for federal employees and the unique benefits tied to federal service.

When should I attend a FedImpact Retirement Workshop?

Employees generally get the most value when they attend 5 to 10 years before their planned retirement date, since that's when specific pension, TSP, and benefit elections start to require real decisions.

Does Evergreen Wealth Advisors work with specialized federal employees, like law enforcement or air traffic controllers?

Yes. ProFeds tailors workshop material for the unique retirement rules that apply to law enforcement officers, air traffic controllers, and firefighters, and Darrin incorporates those distinctions when working with employees in these roles.

What happens during a Federal Benefits Analysis?

Darrin reviews your specific pension, TSP, Social Security, and insurance elections to show you the financial impact of your choices and highlight key decisions still ahead of you as you approach retirement, all at no cost and no obligation.

Take the Guesswork Out of Your Federal Retirement

Your federal benefits are among the most valuable parts of your compensation. Make sure you understand them before you make decisions you can't undo.

Register for the FedImpact Retirement Workshop