Please Call Us at:
661-631-4355 or 760-371-2115
to reserve you seat(s) or register online below!
As an employee of the Federal or California state government, you have access to a vast and extensive retirement package. Many of these benefits can be carried into retirement. In most cases you only get one chance to make the right decision when selecting how to use your retirement benefits. Choosing wisely can make a world of difference in the way these benefits can enhance you and your family's lifestyle.
Understanding the most effective and productive ways to use these various benefits can be both confusing and frustrating. The goal of the "Calling ALL Federal and State Retirees!" educational event is to individually discuss and define your various retirement benefits in order to provide you the knowledge you'll need to best utilize these benefits to your advantage.
The educational event will discuss some of the lesser-known detailed items buried within many of the employee benefits which can cause mistakes and misunderstandings.
Topics to be discussed:
Federal Pensions (CSRS & FERS)
Calif State Pension (CalPERS & CalSTRS)
State Employee Healthcare Insurance
Thrift Savings Plan
Savings Plus 401k/457 & 403b plans
The presentation will be led by, Andy Barkate MS, President of California Retirement Plans. Andy holds a Master's degree in financial planning and carries the credential of ChFEBC Chartered Federal Employee Benefits Consultant. This prestigious designation has been awarded to Financial Advisors, CPAs, Attorneys, and some employees of the Federal Government, who have successfully completed an intensive training course and passed a rigorous examination covering an federal employee benefits.
Although we are not affiliated with the government, we conduct ongoing educational events in order to help individuals make better informed decisions when it comes to their money. California Retirement Plans is a full-service retirement and financial planning firm whose specialty is helping their clients optimize retirement income.