Request your "Retirement Bucket List" today!
Call Us Call Us
Connect With Us Today! » 661-631-4355 » » Locations

Please Call Us at:
661-631-4355 or 760-371-2115
to reserve you seat(s) or register online below!

Online Registration

Fill out my online form.

Retirement Ready?

-What You Need To Know To Get You To & Through Retirement-

Topics to be Discussed:
  • Integrate social security benefits with your CSRS & FERS pension
  • Maximize your Social Security benefits
  • Upcoming TSP & 401k changes ` Get the most out of your pension
  • Optimize your TSP & IRA
  • Get the most from FEGLI
  • Prepare for “Open Season"


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
Social Security
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.





Our Services
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Asset Protection
Click here to learn more
Free Educational Events
» California Retirement Plans invites you to a class that will show you how to optimize your personal financial circumstances so you can get your best results.
Register for an event!

In the Media
» Andy is a financial On-Air Consultant for several news outlets. View videos on specific financial topics.
View Videos
Privacy Policy | Terms of Use

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.