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.
- 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
Friday, August 27, 2021 [FULL]
8:45am - 9:00am: check-in
9:00am - 4:00pm: session
AC Hotel Marriott
2130 E Maple Ave
El Segundo, CA 90245
This is an IN-PERSON session.
We will follow local COVID protocols.
Cory Chapman and EFC Wealth Management
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
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.
CAGE Code: 5YRG2
GSA Schedule: 47QREA19D000Y
Cory Chapman offers securities and advisory services offered through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through EFC Wealth Group. ProFeds, EFC Wealth Group, and EFC Wealth Management are not affiliated with Madison Avenue Securities LLC. CA #0B92957 Cory Chapman is not affiliated with, or endorsed by any state or federal government agency.
Federal benefits education and reports are provided by Cory Chapman as a complimentary service through ProFeds. Cory Chapman is an independent financial adviser that offers retirement strategies using a variety of investment and insurance products independent of ProFeds. This is for informational purposes only and should not be construed as tax or legal advice. Consult your tax or legal advisor regarding your situation.
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COPYRIGHT 2009 - 2021 BY CHRISTINA S. KOWALIK AND PROFEDS LLC. ALL RIGHTS RESERVED.
PROFEDS IS NOT AFFILIATED WITH THE U.S. FEDERAL GOVERNMENT.