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Upcoming Webinar Events
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Webinar Topics
Register by phone
Tax Webinar - more information coming soon
March 23
12:00 p.m. or 6:00 p.m.
Tax
March 24
6:00 p.m.
Tax
Federal Benefits Webinar - More 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 !!
March 10
6:00 p.m.
Maximizing Your Federal Employee Retirement Benefits
March 11
6:00 p.m.
Maximizing Your Federal Employee Retirement Benefits
April 8
3:00 p.m. or 6:00 p.m.
Maximizing Your Federal Employee Retirement Benefits
April 10
9:00 a.m.
Maximizing Your Federal Employee Retirement Benefits
April 22
3:00 p.m. or 6:00 p.m.
Maximizing Your Federal Employee Retirement Benefits
April 24
9:00 a.m.
Maximizing Your Federal Employee Retirement Benefits
Check back often
as there’s always
something going on!
Check back often as there’s always
something going on!
410 Villa Rica Way, SW, Suite 100
Marietta, GA 30064
P 770.980.9262
F 678.952.8124
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
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
Social Security Benefits Webinar - more information
IMPORTANT WEBINAR FOR GEORGIA BABY BOOMERS
Surviving Market Volatility & Maximizing Your Social Security Benefits
What you’ll learn:
What’s new for Social Security in 2021
How recent events, like the global markets reacting to the pandemic and the election results, could factor into your retirement plans.
Strategies to help navigate and protect your assets from market volatility.
How properly claiming spousal payments may increase people’s benefit.
Important recent changes – new Social Security rules and how they affect your filing options.
Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
Survivor Benefits – What they are and how they work.
Common filing mistakes and how to avoid them.
How Social Security ties into your overall retirement plan.
And much MORE!