Taking the Guesswork out of 

Retiring from Federal Service

The ProFeds Federal Retirement Impact Workshop gives federal employees a no-nonsense approach

to evaluating the financial impact of benefits decisions made as they near retirement.


ProFeds Founder, Chris Kowalik, covers some 

frequently asked questions about the workshop.

IMPORTANT INFORMATION

  • Attendance is free-of-charge
  • Class size limited to enrich training experience
  • Training includes CSRS & FERS audiences
  • Spouses are encouraged to attend
  • Refreshments and a light lunch are provided
  • Arrive 15 minutes early to select your seat
  • To request official time to attend, use SF-182

Need to contact us with questions? CLICK HERE


Federal Retirement
Impact Workshop

WHEN

Wednesday, April 20, 2022  [OPEN]

8:45am - 9:00am: check-in

9:00am - 4:00pm: session


WHERE
VFW Post 10267 Jurupa Valley
8607 Mission Blvd.

Jurupa Valley, CA 92509


IMPORTANT:

This is an IN-PERSON session.

Local COVID protocols will be followed.


HOSTED BY

Daniel L. Lamb Financial and Insurance Services



Workshop Training Topics

The ProFeds Federal Retirement Impact Workshop is a versatile training program and satisfies federal agencies’ requirement to provide pre-retirement training to their employees.

Our Training Agenda 

  • General Retirement Planning
  • Federal Pensions (CSRS & FERS)
  • Survivor Benefit Plan (SBP)
  • Social Security (SS)
  • Special Retirement Supplement (SRS)
  • Life Insurance (FEGLI)
  • Health Insurance (FEHB)
  • Long Term Care Insurance (FLTCIP)
  • Thrift Savings Plan (TSP)

GSA Schedule Contract Holder 

47QREA19D000Y

OPM's Financial Literacy Initiative


The Office of Personnel Management mandates that pre-retirement training be made available to employees when they are within the 5 year window of being eligible to retire.


While some agencies provide this training with in-house resources, others choose to utilize federal contractors like ProFeds to provide high-quality and dependable training.

ProFeds partners with federal agencies to provide benefits and retirement training in accordance with OPM’s financial literacy initiatives. Federal agencies throughout the country are eager to align with ProFeds to bring high-quality training to their employees at the early, middle or nearing the end of their careers.


Federal agencies may utilize their discretion to allow employees to attend our workshops without charging leave. Employees or supervisors can utilize the SF-182 Training Authorization Form which includes ProFeds’ federal contractor information and training codes. The ProFeds trainer will provide a signature at the conclusion of the training.


Federal Contractor Status


ProFeds is proud to be a Woman-Owned Small Business (WOSB), and a Service-Disabled Veteran-Owned Small Business (SDVOSB) which carries an impeccable reputation with federal agencies and employees alike.



DUNS:  962052275

CAGE Code:  5YRG2

GSA Schedule:  47QREA19D000Y


Daniel L. Lamb Financial and Insurance Services is a financial services company that specializes in asset protection and retirement income products and services. Daniel L. Lamb is the principal owner of Daniel L. Lamb Financial and Insurance Services. Daniel L. Lamb Financial and Insurance Services only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors"). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Daniel L. Lamb is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Daniel L. Lamb Financial and Insurance Services are independently owned and operated.

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COPYRIGHT 2009 - 2022 BY CHRISTINA S. KOWALIK AND PROFEDS LLC.  ALL RIGHTS RESERVED.

PROFEDS IS NOT AFFILIATED WITH THE U.S. FEDERAL GOVERNMENT.