Capstone Financial Planning works with ProFeds to offer its Federal Retirement Impact Workshop.
ProFeds has developed this unique CSRS and FERS benefits workshop that is focused on helping federal employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees to know the financial impact of retirement and benefit decisions, and to make those decisions carefully based on sound information.
While federal benefits are often confusing and difficult to interpret, ProFeds is able to break down complex concepts into easy‐to‐understand language to show employees how proactive benefit decisions can positively affect their overall financial situation.
ProFeds is a GSA Schedule Contract Holder providing retirement training in accordance with the Office of Personnel Management’s (OPM’s) financial literacy objectives.
The employees who typically benefit most from this workshop are within 5‐10 years of retirement. Those closer to retirement often have specific questions and concerns regarding retirement decisions to be made—and that makes this workshop particularly relevant to their situation.
Tailoring the workshop to meet the needs of federal employees
With the wide array of federal employees we train, we know the importance of tailoring the workshop material to suit their specific needs. The most common accommodations we make are for audiences of law enforcement officers, air traffic controllers, and firefighters.
Our business is built on a foundation of thoughtful client relationships.
Following the workshop
The financial professional who hosts the workshop offers each employee an opportunity to meet to review their specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of their benefits and identify key decisions to be made as they move closer to retirement. This benefits review is offered at no cost and no-obligation to the agency or employee.
ProFeds relationship with financial professionals
ProFeds is a nationwide support structure for financial professionals serving federal employees. The ProFeds team provides tailored training to financial professionals on the unique complexities of federal benefits to help them provide credible, educational financial planning services to their federal clients. ProFeds is proud to be a federal contractor and make this workshop available free‐of‐charge to federal agencies exclusively through financial professionals in the nationwide ProFeds network.