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.
Need to contact us with questions? CLICK HERE
Friday, August 30, 2019 [OPEN]
8:45am - 9:00am: check-in
9:00am - 4:00pm: session
Kells Irish Restaurant
112 SW 2nd Ave,
Portland, OR 97204
In the upstairs meeting room
StoneRidge Wealth Management in partnership with USAgencies Credit Union
The ProFeds Federal Retirement Impact Workshop is a versatile training program and satisfies federal agencies’ requirement to provide pre-retirement training to their employees.
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.
“The workshop you delivered yesterday was phenomenal. I enjoyed the presentation as well as the class participation and interaction.”
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
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.
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 LPL Financial, Member FINRA/SIPC. Investment Advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and StoneRidge Wealth Management are separate entities from LPL Financial.
This material was created for educational and informational purposes only and is not intended as ERISA tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. ProFeds is unaffiliated with LPL Financial.
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COPYRIGHT 2009 - 2019 BY CHRISTINA S. KOWALIK AND PROFEDS LLC. ALL RIGHTS RESERVED.
PROFEDS IS NOT AFFILIATED WITH THE U.S. FEDERAL GOVERNMENT.