Why Should You Take A Retirement Planning Class?

Join host Bob Leins and special guest James Marshall. James is a federal benefits specialist that will discuss the issues surrounding retirement and what you need to know about the process.


James will also include 'real world examples' of how attending a retirement planning class now may ultimately save you, the federal employee, hundreds or even thousands of dollars in retirement by learning about maximizing your federal benefits.

Topics Include

  • Pension vesting (employee contributions)
  • Deposit/re-deposit
  • Sick leave vs. annual leave (shortly before leaving federal service)
  • Importance of understanding how a pension is computed
  • Age factors that might affect benefits
  • Survivor benefits
  • Health insurance
  • Thrift Savings Plan