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Maximizing Your Federal Employee Retirement Benefits With Shawn McCoy & Janet Galloway
Friday, August 13, 2021 · 3:30 p.m. · Eastern Time (US & Canada)
About This Webinar
You are cordially invited to a special virtual workshop!
This informative workshop is designed to help you better understand your federal benefits and begin preparing for retirement. We’ll cover FERS/CSRS eligibility requirements and annuity calculations, survivor benefits and how to draw income from your Thrift Savings Plan.
We will cover the following important topics:
How to understand, then maximize your Federal Benefits.
*CSRS vs FERS and pension calculations.
*How Social Security works with federal retirements.
*TSP funds overview, TSP modernization act and options for those 59 1/2 over and retiring.
*The cost of your FEGLI, now and in retirement.
*Military buyback
And more!
Agenda
- CSRS vs FERS and pension calculations.
- How Social Security works with federal retirements.
- TSP funds overview, TSP modernization act and options for those 59 1/2 over and retiring.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Owner, B&B Strategic Management
Growing up in an active-duty military family, Janet has lived all over the world. She spent most of her time in Virginia and Kansas. She now calls Pinehurst, NC her permanent home.
Janet’s first career was raising her four children. As they got older, she went back to school earning her Master’s in Personal Financial Planning from Kansas State University. She is a CFP® (Certified Financial Planner) professional and a CDFA® (Certified Divorce Financial Analyst) professional.
She is passionate about helping others create a financial road map that makes sense for their unique situation. Janet has built a solid foundation of knowledge and experience, working in both small firms and large broker dealers.
You will often find her helping in the local community through Habitat for Humanity and Kiwanis. She also enjoys playing golf and listening to the talented local music artists. Janet travels back to Kansas to visit her grandson as time allows.
Janet’s first career was raising her four children. As they got older, she went back to school earning her Master’s in Personal Financial Planning from Kansas State University. She is a CFP® (Certified Financial Planner) professional and a CDFA® (Certified Divorce Financial Analyst) professional.
She is passionate about helping others create a financial road map that makes sense for their unique situation. Janet has built a solid foundation of knowledge and experience, working in both small firms and large broker dealers.
You will often find her helping in the local community through Habitat for Humanity and Kiwanis. She also enjoys playing golf and listening to the talented local music artists. Janet travels back to Kansas to visit her grandson as time allows.
President & Director of National Development
Mr. McCoy began his career in the financial services industry over 28 years ago. He began his career in Carrolton, Texas working with Federal employees with MetLife. Over the years he has held many positions in the financial services industry including Management Roles, Group Sales, Compliance, and Wholesaler. During that time, Shawn developed and presented public seminars on various financial and investment topics. He also spoke to thousands of representatives and organizations about insurance and investments.
Shawn is an experienced seminar speaker and trainer who travels throughout the United States conducting workshops for employees of all agencies of the Federal Government to help them take advantage of the retirement, life, health, and other benefits provided to them by the U.S. Government. Over the last 8 years he has spoken to over 15,000 Federal Employees. Shawn also works closely with local financial advisors to provide additional resources and comprehensive training for those who want to enhance their knowledge of the Federal benefits programs.
Shawn is an experienced seminar speaker and trainer who travels throughout the United States conducting workshops for employees of all agencies of the Federal Government to help them take advantage of the retirement, life, health, and other benefits provided to them by the U.S. Government. Over the last 8 years he has spoken to over 15,000 Federal Employees. Shawn also works closely with local financial advisors to provide additional resources and comprehensive training for those who want to enhance their knowledge of the Federal benefits programs.
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