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
Federal Retirement Impact Workshop
Tuesday, June 21, 2022 [FULL]
8:45am - 9:00am: check-in
9:00am - 4:00pm: session
Jay Conference Center
15 West 38th St
New York City, NY 10018
Lobby Level, Presley Room
This is an IN-PERSON session.
Local COVID protocols will be followed.
Shamrock Financial 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)
Feedback from Workshop Attendees
Based on feedback we receive on the training evaluation forms, we feel that we’re striking the right chord with the wide variety of federal employees who attend our workshops across the country.
“I learned a lot and am so glad I attended…You’re a SUPER speaker and it’s easy to see why you’re in such high demand. Your material was spot on, informative, and easy to understand.”
“The workshop you delivered yesterday was phenomenal. I enjoyed the presentation as well as the class participation and interaction.”
“Excellent class. I’d like to see more of this being shared at the facility. After today’s class, I will create a realistic budget for how much I will need in order to retire without financial strain.”
J.R., Department of the Army,
San Antonio, TX
D.S., Office of Personnel Management, Washington, DC
R.M., Department of the Interior, Washington, DC
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
Securities offered through Shamrock Financial Services, LLC, a Registered Investment Advisor. Member FINRA/SIPC.
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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.