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High Deductible Health Plans and traditional medical insurance may not cover all of the expenses related to the treatment and recovery from a major illness.

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Education Seminar Programs

Regardless of your educational benefit needs, FedAdvantage has you covered. We offer a comprehensive series of educational seminars that cover the gamut of both federal benefits as well as financial and retirement training. Our seminar programs are divided into two categories: "Comprehensive” and "Focus On”. Below we provide more information regarding our program offerings.

"Comprehensive" Seminar Programs

Our comprehensive seminar programs are designed to offer educational training in an in-depth fashion. Each program can be customized to meet your specific needs and time restrictions with presentation time options of 4 hour, 6 hour, or 1 day.


Financial Management for Federal Employees

This is our most popular seminar. It combines federal benefits with core financial and retirement planning training. This comprehensive seminar system can be offered in multiple formats geared for both mid-career and pre-retirement employee focused seminars. As an added value, you can "personalize” this seminar by offering employees the option of completing and receiving a federal benefits report. This report provides detailed information about the benefits and expenses each employee will receive upon retirement and provides a valuable insight when evaluating their retirement plans. See the Seminar Outline.


 

Understanding and Maximizing Your Federal Benefits

This seminar is designed for newly hired employees including special groups’ retirement for law enforcement officers, air traffic controllers, and fire fighters. It’s intended to explain the core components of the federal benefit programs available and to explain ways to maximize them as they settle into their careers. Topics covered include Federal Employees Retirement System (FERS); Social Security; Thrift Savings Plan (TSP); Federal Employees Health Benefit Plan (FEHB); Federal Employees Group Life Insurance (FEGLI) and your leave program. See the Seminar Outline.


 

Understanding and Maximizing Your Federal Retirement

This seminar is designed for either a mid-career or for employees with less than 5 years before they retire. The Seminar can be customized for CSRS and CSRS Offset or FERS. Law enforcement officers, air traffic controllers, and fire fighters covered under special groups’ retirement are included. The seminar is intended to explain the core components of the federal retirement programs as well other retiree benefit options available including: Federal Employees Health Benefit Plan (FEHB); Federal Employees Group Life Insurance (FEGLI) and Federal Long Term Care Insurance (LTCFEDS). Spouses are encouraged to attend. See the Seminar Outline.

"Focus on” Seminar programs

Our "Focus on” seminar programs are designed to offer educational training in a more concise fashion. Each topic specific seminar runs approximately 1 to 1 ½ hours, making these programs perfect for lunch and learns as well as conference breakout sessions, or for the times when training is needed but time is limited. Our "Focus On” seminar programs are divided into two separate categories: federal benefits related or general financial education.

"Focus on” Federal Benefits Related

How to Make Money in the TSP

This seminar "Focuses on” your TSP which is critical to your retirement. It looks at the different investment options and drills down into the inner workings of each fund to examine how they work and where they invest. This helps participants determine the best times to buy, sell, or hang on. Other topics discussed include the Roth option, withdrawals, loans, and inter fund transfers. See the Seminar Outline.


 

Understanding and Maximizing Your FERS Retirement

This seminar "Focuses on” FERS, Social Security, and TSP; the three pension plans that make up your retirement package. It provides a broad overview of how each pension works with ideas on how you can develop a realistic strategy to maximize your retirement income. This seminar is intended to motivate participants to take control of their retirement. See the Seminar Outline.


 

The Problem with Leave and Disability Retirement

This seminar "Focuses on” specific financial impact federal employees face when it comes to leave and disability retirement. It can help you understand that while these programs can provide a base income, they can fall well short of providing the income protection you need while actively at work. See the Seminar Outline.


 

Insurance Risks of Federal Benefits

This seminar "Focuses on” the different insurance risks you need to consider during and after your federal career. Insurance programs make a large part of the federal benefit package and the majority of the cost is paid for by you. This seminar provides the education participants need to put their insurance in order and stop over paying for duplicate coverage. See the Seminar Outline.


 

Retirement Planning: Projections vs Reality

This seminar "Focuses on” the difference between retirement income and the challenges you will face in retirement. By identifying the greatest challenges retirees will face in retirement, it can help develop realistic retirement goals to overcome these challenges in order to achieve a comfortable retirement. See the Seminar Outline.


 

Understanding Your FEHB

This seminar "Focuses on” the health insurance options available to federal employees today and into retirement. It can help you choose the best health plan options for your family by examining the different types of health plans available. This seminar discusses taking FEHB into retirement. See the Seminar Outline.

"Focus on” General Financial Related

Financial Management

This seminar "Focuses on” six areas of coverage, including cash management process, managing your taxes, saving for retirement, and leaving a legacy. It can help develop realistic financial goals and overcome common roadblocks to financial success. This seminar provides the education and motivation participants need to put their finances in order and start saving for the future. See the Seminar Outline.


 

Income for Life

This seminar "Focuses on” fundamentals of annuities, taxes and inflation pertaining to annuities, 1035 exchange, and split annuity. Income for Life helps educate you about the annuity as a creative retirement and accumulation vehicle. This seminar provides clear, concise explanations of deferred and immediate annuities, fixed and variable returns, subaccounts, and the benefits of tax-deferred compounding. See the Seminar Outline.


 

Maximizing Your Social Security

This seminar "Focuses on” maximizing benefits, claiming/filing strategies, earning limits, and taxes. The presentation describes Social Security claiming strategies, including how married couples can enhance lifetime spousal and survivor benefits as well as "file and suspend,” the "do over,” and "start, stop, and restart” strategies. See the Seminar Outline.


 

Cash Management

This seminar "Focuses on” the cash management process, in order to help you take control of your cash flow. It can help develop realistic financial goals and overcome common roadblocks that can impact your ability to save money. This seminar provides the education and motivation participants need to put their finances in order and start saving for the future. See the Seminar Outline.


 

Estate Conservation

This seminar "Focuses on” fundamentals of estate conservation, challenges to estates, distribution techniques, and trust strategies. Estate Conservation helps educate you about the need for careful action when it comes to managing an estate. The seminar explains new federal estate tax provisions and illustrates the problems, delays, and expenses that often accompany intestacy and probate. See the Seminar Outline.


 

Investment Fundamentals

This seminar "Focuses on” myths of investing, allocation models, tax deferral, bonds, mutual funds, and dollar cost averaging. Investment Fundamentals provides inexperienced investors with basic information that will help them start an effective investment program. Your seminar participants will learn the fundamentals they need to begin investing for financial success. See the Seminar Outline.


To Learn More

To learn more about our educational seminars receive a quote or inquire about availability dates, please complete the Contact Us form and we will respond promptly.