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Upcoming Events

Please notify me about upcoming events

Federal Benefits Training | March 19

REGISTER HERE

**Updated for 2020** 
BOP/FAA/ICE/LEO/CBP/FF also included Spouse/Partner may also attend

Thursday, March 19th
5:30 pm Sign In | 6:00- 8:00 pm Training Time

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 !!

Where: Courtyard by Marriot 1045 Stevens Creek Rd
Augusta, GA 30907* Parking is complimentary

Register by:
online: CLICK HERE
calling: 770-980-9262
email: [email protected]

(Email please include the Date, City & Time you wish to attend)

For further questions regarding this workshop, please call 770-980-9262 OR email [email protected]m.

NOTE: This training is not sponsored by a Government agency.

Federal Benefits Training | March 21

REGISTER HERE

**Updated for 2020** 
BOP/FAA/ICE/LEO/CBP/FF also included Spouse/Partner may also attend

Saturday, March 21st
8:30 am Sign In | 9:00 am – 11:00 am Training Time

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 !!

Where: Courtyard by Marriot 1045 Stevens Creek Rd
Augusta, GA 30907* Parking is complimentary

Register by:
online: CLICK HERE
calling: 770-980-9262
email: [email protected]

(Email please include the Date, City & Time you wish to attend)

For further questions regarding this workshop, please call 770-980-9262 OR email [email protected]

NOTE: This training is not sponsored by a Government agency.

The Journey To and Through Retirement: An Evening Educational Series | March 26

Upcoming Events

Federal Benefits Training March 19

 

REGISTER HERE

**Updated for 2020** 
BOP/FAA/ICE/LEO/CBP/FF also included Spouse/Partner may also attend

Thursday, March 19th
5:30 pm Sign In | 6:00- 8:00 pm Training Time

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 !!

Where: Courtyard by Marriot 1045 Stevens Creek Rd
Augusta, GA 30907* Parking is complimentary

Register by: online: CLICK HERE
calling: 770-980-9262
email: [email protected]

(Email please include the Date, City & Time you wish to attend)

For further questions regarding this workshop, please call 770-980-9262 OR email [email protected]m.

NOTE: This training is not sponsored by a Government agency.

Federal Benefits Training March 21

REGISTER HERE

**Updated for 2020** 
BOP/FAA/ICE/LEO/CBP/FF also included Spouse/Partner may also attend

Saturday, March 21st
8:30 am Sign In | 9:00 am – 11:00 am Training Time

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 !!

Where: Courtyard by Marriot 1045 Stevens Creek Rd
Augusta, GA 30907* Parking is complimentary

Register by: online: CLICK HERE
calling: 770-980-9262
email: [email protected]

(Email please include the Date, City & Time you wish to attend)

For further questions regarding this workshop, please call 770-980-9262 OR email [email protected]m.

NOTE: This training is not sponsored by a Government agency.

The Journey To and Through Retirement: An Evening Educational Series March 26

March 26th 7pm-8:30pm
at MasterPlan Retirement Consultants, Inc.
401 Villa Rica Way, Suite 100, Marietta, GA 30064

“The Coming Tax Storm”: How Taxes will Affect Your Retirement

Join Mark Fricks & MasterPlan Retirement for an Evening Educational Series to become informed about how taxes will affect you in your retirement.

On December 20, 2019, President Trump signed into Law  the “Setting Every Community Up for Retirement Enhancement” Act, also known as the SECURE Act. It will change the retirement landscape as it is some of the most sweeping legislation since the Pension Protection Act of 2006.

In addition, there is over 25 trillion dollars in qualified accounts in the U.S. Over the coming 30+ years, the government will be forcing retirees to begin taking that money out, and it will be taxed at your current rate for that year. With the assurance that taxes will certainly be higher in the future, NOW is the time to begin planning for tax-free retirement income.

 

Register by calling: 770-980-9262 or email: [email protected]
(Email please include the Date, City & Time you wish to attend)
 

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

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

 

410 Villa Rica Way, SW
Suite 100
Marietta, GA 30064
770.980.9262

 

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