You’re always invited!
Upcoming Webinar Events
Join our online online Training
July 14
1:00 p.m. – 2:00 p.m.
Surviving Market Volatility and Optimizing Social Security Benefits Webinar
July 14
6:00 p.m. – 7:00 p.m.
Surviving Market Volatility and Optimizing Social Security Benefits Webinar
July 15
6:00 p.m. – 7:00 p.m.
July 16
6:00 p.m. – 7:30 p.m.
Augusta Federal Training
Webinar
July 18
Augusta Federal Training
Webinar
July 21
Retirement Roadmap
3-Part Course Option # 1:
Part 1:
07/21 from 12:00 pm – 01:00 pm
Part 2:
07/23 from 12:00 pm – 01:00 pm
Part 3:
One-on-One Meeting
July 23
Retirement Roadmap
3-Part Course Option # 2:
Part 1:
07/21 from 6:00 pm – 7:00 pm
Part 2:
07/23 from 6:00 pm – 7:00 pm
Part 3:
One-on-One Meeting
August 13
3:00 p.m. – 4:30 p.m.
6:00 p.m. – 7:30 p.m.
Augusta Federal Webinar
August 15
9:00 a.m. – 10:30 a.m.
Augusta Federal Webinar
August 20
3:00 p.m. – 4:30 p.m.
6:00 p.m. – 7:30 p.m.
Columbia Federal Webinar
August 22
9:00 a.m. – 10:30 a.m.
Columbia Federal Webinar
August 27
6:00 p.m.
Surviving Market Volatility & Reducing Taxes in Retirement Webinar
August 29
6:00 p.m.
Surviving Market Volatility & Reducing Taxes in Retirement Webinar
Federal Benefits Training - More Information
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 !!
Upcoming Webinar Events
July 14
1:00 p.m. – 2:00 p.m.
Surviving Market Volatility and
Optimizing Social Security Benefits Webinar
July 14
6:00 p.m. – 7:00 p.m.
Surviving Market Volatility and
Optimizing Social Security Benefits Webinar
July 15th
6:00 p.m. – 7:00 p.m.
Surviving Market Volatility and
Optimizing Social Security Benefits Webinar
July 23
Retirement Roadmap
3-Part Course Option # 2:
Part 1: 07/21 from 6:00 pm – 7:00 pm
Part 2: 07/23 from 6:00 pm – 7:00 pm
Part 3: One-on-One Meeting
August 13
6:00 p.m. – 7:30 p.m.
Augusta Federal Webinar
August 15
Augusta Federal Webinar
August 20
3:00 p.m. – 4:30 p.m.
6:00 p.m. – 7:30 p.m.
Columbia Federal Webinar
August 22
9:00 a.m. – 10:30 a.m.
Columbia Federal Webinar
August 27
6:00 – 7:00 p.m.
Surviving Market Volatility & Reducing Taxes in Retirement
August 29
6:00 – 7:00 p.m.
Surviving Market Volatility & Reducing Taxes in Retirement
Federal Benefits Training - More Information
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 !!
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!
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