You’re always invited!

Upcoming Events

Wiser Social Security Workshop

Tuesday, October 22, at 6:30 pm at the Mansour Conference Center

To register call 877-212-2324

Federal Benefits Training

(Federal employees only)

Are you a Federal Government employee approaching retirement? If so are you comfortable with your knowledge and understanding of all your retirement benefits?

Thursday, November 7th, 6:00 pm to 8:30 pm Saturday, November 9th 9:00 am to 11:30 am

Charleston,  SC
Hilton Garden Inn
Event Information
Are you a Federal Government employee approaching retirement?
 
If so are you comfortable with your knowledge and understanding of all your retirement benefits?
 
As a Federal Employee you are eligible to attend, at NO COST to you, a local federal retirement training session to receive education on each of these concerns from a Federal Retirement Benefits Specialist.
 
The Retirement Eligibility and Survivor Benefits class will cover the CSRS and FERS retirement eligibility requirements, annuity calculation, survivor benefits and how to draw income from the TSP.
 
Topics in the class will include:                                        
·  How to calculate your CSRS or FERS Retirement Annuity
·  Including CSRS Off-set and ATC/LEO/FF/CBP
·  FERS Special Retirement Supplement
·  Early Out Options
·  CSRS and FERS Survivor Annuity options
·  How to draw income from the TSP
·  Federal Employee health benefits during retirement
·  Social Security Benefits (age 62, 65-67, 70)
·  Federal Employee Group Life Insurance in retirement
·  Medicare Part A and Part B
 
This is an excellent overview class !!

Please notify me about upcoming events

You’re
always invited!

Upcoming Events

Federal Benefits Training

(Federal employees only)

Are you a Federal Government employee approaching retirement? If so are you comfortable with your knowledge and understanding of all your retirement benefits?

Thursday, November 7th 6pm to 8:30pm Saturday, November 9th 9am to 11:30am

 
Charleston,  SC
Hilton Garden Inn
 

Fill out this form to be notified of upcoming events.

Check back often
 as there’s always
something going on!

Check back often as there’s always

something going on!

3405 Dallas Highway Building 700 Suite 719

Marietta, GA 30064

GET DIRECTIONS

P   770.980.9262

F   678.952.8124

E   [email protected]

 

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5

 

3405 Dallas Highway
Building 700 Suite 719
Marietta, GA 30064
770.980.9262

[email protected] 

 

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants.  Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

If a business has been accredited by the BBB, it means BBB has determined that the business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB accredited businesses pay a fee for accreditation review and monitoring for continued compliance and for support of BBB services to the public.

BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.

BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

17179 - 2017/12/5