GEBI Federal Retirement & Benefits Seminars in Honolulu 2019
September 24 @ 7:30 am - September 25 @ 4:00 pm$66
Federal Retirement & Benefits Seminars
The Honolulu-Pacific Federal Executive Board is proud to sponsor four Federal Retirement & Benefits Seminars featuring:
The Government Employee Benefit Institute
Robert Yeszerski and Dan Hartenstein, Federal Benefits Specialists and founders of GEBI, have been working as wealth managers in Hawaii since 1999. They created GEBI to help government employees maximize their retirement benefits and avoid losses due to choices based on incorrect, incomplete and/or outdated information. Since inception, GEBI has helped over a thousand Federal Employees get the most out of their benefits. GEBI’s core philosophy is that you don’t have to learn ‘the whole system’. You simply need to be able to ask the right questions so that you can become an ‘expert’ in your particular benefits system – and how it relates to you and your family’s future.
This is not one of those ‘free’ seminars – no financial products or insurance will be sold. This is 100% pure benefit training, focusing on practical application and real-world examples. You will have the opportunity to meet privately with one of the instructors to ask questions – including the most important: “what does this all mean to me?”
Separate one-day sessions. All classes run from 7:30am – 4:00pm
Class Location: 615 Piikoi Street, Room 401, Honolulu, Hawaii 96814
Registration Fee: $ 66 per person, including parking.
CSRS, CSRS-Offset, FERS, Traditional & Special Provision employees may attend any session. Enrollment for the class is open, however due to space limitations, all participants will be charged admittance.
While not required, it may be very helpful to bring recent copies of your pay stub, SF-50, TSP investment allocation, and/or Social Security statement.
A personal benefit summary report and cash flow projection is included with each ticket as a practical application of the theory to be presented in the class. While this report is part of the class, redemption thereof is entirely optional. Personalized benefit summary reports include 2 post-seminar meetings, the cost of which is included in the class registration fee.
Should you choose to not redeem your benefit summary report, you will NOT be contacted by the instructors after the sessions, nor will they ask for your personal/business contact information.
Each Course Includes:
Common Pre-Retirement Mistakes
Retirement Options & Eligibility (including creditable service and military buy-back)
Important documents: Where to find them and what to look for
Maximizing your leave benefits (Annual Leave payouts; Sick Leave conversions)
Computing your High-3 and FERS/CSRS Retirement Annuity
Survivor Benefit Plan
FERS Special Supplement
Getting the most from Social Security
When should you file?
TSP: contributions, allocations, distribution strategies, and the TSP Modernization Act of 2017
FEGLI & FEHB in retirement
Long-Term Care planning (including the FLTCI)
How to file a healthy retirement application…
and many more, including overall cash flow, tax issues, general planning, retirement misconceptions and suggestions for what to do if you come up short.
The class agenda may be adjusted based on the composition of the participants and available time.
Register for the training here: https://www.eventbrite.com/e/gebi-2019-federal-retirement-and-benefits-seminars-tickets-58049608943
Please download the flyer for more information including registration link for each of the sessions: GEBI-seminar-email-2019