HELPING FEDERAL EMPLOYEES DOUBLE-CHECK THEIR
Attend this FedImpact workshop to get a no-nonsense approach to understanding
the financial impact of benefit decisions you will be making as you near retirement.
- Attendance is free-of-charge
- To request official time to attend, use SF-182
- Spouses are encouraged to attend
- Training includes CSRS & FERS audiences
- Share flyer with co-workers (click blue button)
- This is an in-person session (not virtual)
- Dress code is business casual
- Arrive 15 minutes early to select your seat
- Refreshments and a light lunch are provided
- After the workshop, one-on-one help is available
Need to contact us with questions? CLICK HERE
Wednesday, April 5, 2023 [OPEN]
8:45am - 9:00am: check-in
9:00am - 4:00pm: session
University Place Hotel &
310 SW Lincoln St.
Portland, OR 97201
*Willamette Conference Room*
*For metered parking us event code 25295- Additional instructions below*
This is an IN-PERSON session and
local COVID protocols will be followed
TradeWinds Wealth Management
Additional Parking Instructions and Information:
1. Park in an unreserved parking space around the hotel building.
2. Locate a meter in the lot near the hotel entrance or on the northeast side of the lot.
3. Enter the Event Code 25295 to the meter and the vehicle's license plate number. If no license plate is posted,
please enter, instead, the last 5 digits of the VIN.
4. Ensure to add the appropriate time required for the length of stay or extend until day rate is reached.
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. See more comments.
“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
Workshop Training Topics
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)
The ProFeds Federal Retirement Impact Workshop is a versatile training program and satisfies federal agencies’ requirement to provide pre-retirement training to their employees.
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 LPL Financial, Member FINRA/SIPC. Investment Advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor, DBA TradeWinds Wealth Management. Financial Advocates Investment Management, TradeWinds Wealth Management and LPL Financial are separate entities.
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 - 2023 BY CHRISTINA S. KOWALIK AND PROFEDS LLC. ALL RIGHTS RESERVED.
PROFEDS IS NOT AFFILIATED WITH THE U.S. FEDERAL GOVERNMENT.