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
Thursday, March 3, 2022 [OPEN]
8:45am - 9:00am: check-in
9:00am - 4:00pm: session
Holiday Inn La Mirada
14299 Firestone Blvd
La Mirada, CA 90638
This is an IN-PERSON session.
Local COVID protocols will be followed.
Paul Lee and Kingswood US
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
For informational purposes only. Information is from sources deemed reliable however information is not guaranteed for completeness or accuracy. Kingswood Capital Partners, LLC is not a tax advisor as such transactions requiring tax considerations should be reviewed carefully with your tax advisor. Securities offered through Kingswood Capital Partners, LLC (Kingswood) member FINRA/SIPC. Advisory Services offered through Kingswood Wealth Advisors, LLC an SEC registered investment advisor. ProFeds and Kingswood are not affiliated.
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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.