Retirement Planning for Federal Employees
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1 Retirement Planning for Federal Employees 2-Day Seminar There is More Power Together
2 Retirement Planning for Federal Employees The most effective course to maximize your Federal retirement for a financially secure future. In this fast-paced course you will learn to: Assess your current FERS retirement Identify your current financial trajectory Understand the TSP, Annuity, and Social Security Make the right decisions about your benefits Create a conservative budget that actually works Plan Medicare, healthcare, and insurance costs Course Features: Assess investment options using statistics and data Exercise emotional intelligence in decisionmaking Use proven methods to reduce risk and increase returns Implement the fundamentals to create a Financial Plan Maximize your financial security and create a legacy Live Seminar: 2-Day Instructor-led in-person workshop with exercises and workbook to produce real results. Simultaneous Webcast: High-definition webcast of the seminar will be delivered in real-time. Available through Windows, Mac OS, ios, and Android devices. Workbooks will be mailed in advance. Relevant Curriculum: Content that hits the mark. Only useful and relevant data. Superior Learning Experience: Fun, engaging, and interactive learning environment. Say goodbye to boring.
3 Adaptive Enhanced Learning We provide a fun, interactive learning experience engineered to produce measurable results.
4 I created the Retirement Planning for Federal Employees Seminar because traditional FERS and retirement planning courses are ineffective. Students need more than just information about policies and forms. They need real understanding of finances, economics, and emotional intelligence. You and your family deserve better! Unparalleled Experience Over 20 years of training success with over 20,000 students across numerous industries on 6 continents Award-winning Author, Keynote Speaker, and Thought Leader; Former consultant at the US Securities and Exchange Commission and US Supreme Court Mo Hasan Intupower Founder, Master Trainer, and the Creator of this Course 2x TEDx Speaker Why Most People Fail at Financial Planning It s Not What You Think The Power of Collaborative Resourcing Mo is the author of multiple books on Retirement Planning and creator of the official retirement training curriculum for the Defense Information Systems Agency. This course is a part of the Intupower Wealth Academy, a complete curriculum focusing on retirement planning. [Mo] is a patient, sympathique teacher who knows how to engage other minds. Justice Ruth Bader Ginsburg US Supreme Court
5 Course Competencies For a happy retirement, you need more than just an understanding of the Federal Employees Retirement System (FERS), the Thrift Savings Plan (TSP), and your retirement benefits. In this course you will discover the hidden barriers to financial success and learn how to create financial security for you and your family. FERS Financial Tools Investments Thrift Savings Plan (TSP), Annuity, and Social Security Federal benefits in retirement Impact of Medicare and healthcare costs Maximizing your Government match and TSP returns Choosing the right TSP Funds Protecting your Federal retirement and reducing risks Creating a realistic and working budget Financial Planning fundamentals Understanding Financial Laws Preventing money mistakes Avoiding common pitfalls How to choose insurance products Overcoming common barriers to financial success Maximizing your investment tax options including IRA s and LLC s Choosing an investment strategy that is right for you Decreasing risk and increasing investment returns Advanced risk mitigation strategies for protecting what you have Practical tools for evaluating investments
6 Tuition To register, please go to Intupower.com/FERS and click on Enroll Now. $800 General Admission Webcast Attend from home! 2-Day LIVE interactive Instructor-led Webcast with exercises, Q&A, and workbook. $1,000 General Admission Seminar 2-Day Instructor-led in-person interactive workshop with exercises, Q&A, and workbook. Meet the trainers and experts for a richer experience. For enterprise tuition rates and tailored service, please call us at or contact your Account Manager. The terms and conditions of these products, including the guarantees offered, are available at or by contacting us at
7 Course Logistics Schedule Sat Jan 19 th - Seminar Tampa, FL and Webcast 8:00 AM 9:00 AM: Registration and Networking 9:00 AM 12:45 PM: General Session with breaks 12:45 PM 2:15 PM: Lunch break 2:15 PM 7:00 PM: General Session with breaks Sun Jan 20 th - Seminar Tampa, FL and Webcast 8:00 AM 9:00 AM: Registration and Networking 9:00 AM 12:45 PM: General Session with breaks 12:45 PM 2:15 PM: Lunch break 2:15 PM 7:00 PM: General Session with breaks 7:00 PM 8:00 PM: Open Q&A and Networking Please note: Exact times and location of these events will be announced as available. All times are in Eastern Standard Time (EST).
8 Common Questions Addressed in this Course How do I handle my fears around money? Fear of failure, emotional decision-making, and general anxiety are some of the common feelings people have about money. It is important to understand the impact of emotions in your life and how your mind works so you can make better decisions. Is my Federal Retirement enough? You have made a commitment for decades of Federal service. Does that equate to a comfortable retirement? Over half of all Federal retirees live on less than 50% of their highest income during working years. Can you live on half of what you make right now? How does Medicare impact my retirement? Medicare ends up being a shocking new cost for most retirees. Those in the upper half of the middle class end up paying the most. In addition, experts predict a 65 year old couple retiring this year would have over $275,00 in out-of-pocket medical expenses in their lifetime in addition to Medicare premiums. Am I prepared for a market crash or major market correction? The market crash of 2008 resulted in the loss of $3.4 trillion in retirement savings. Are you prepared for another crash? Do you know how to protect yourself? How do I know I have achieved Financial Security? Many people work for 30 to 40 years with the target of achieving Financial Security, but never do. Have you noticed that there are also quite a few people who achieve this in significantly less time? Do you have the tools to identify real financial success with a solid plan to achieve results? What are common pitfalls and how do I avoid them? Most people do not intend to make financial mistakes, but end up making them any way. Do you know what the most common mistakes are? Do you know how to make the right decisions? I just can t seem to get ahead what are the hidden barriers to wealth/success? You are not alone. It seems like everywhere you look, people with less talent and less intelligence than you, are becoming financially successful. What is it that they know that you don t? More importantly, what do they understand that you don t, yet
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