Events

UPMA
Beaumont, TX

June 8 – 12, 2017


Postal & Federal Pre-Retirement Training
Martin Regional Library
2601 S Garnett Rd
Tulsa, OK 74129

Tuesday, September 20, 2016: Noon, 5pm and 7pm


Postal Pre-Retirement Training
NRLCA Union Hall
Rutherford, NC

Thursday, October 13, 2016: 6pm


Social Security Workshop
Martin Regional Library
2601 S Garnett Rd
Tulsa, OK 74129

Tuesday, November 15, 2016: Noon, 5pm and 7pm


Postal and Federal Retirement Paperwork Training (Bluebook for Postal)
Martin Regional Library
2601 S Garnett Rd
Tulsa, OK 74129

Thursday, December 15, 2016: Noon, 5pm and 7pm


Popular Topics at Federal Training Classes


  • FEGLI – life insurance drastically changes at retirement and continues to change during retirement
  • Health insurance – Congress is trying to require Postal retirees depend on Medicare B during retirement. First Postal… then all federal? What do we need to know about health care?
  • Social Security – FEBC provides FREE Social Security Maximization reports for anyone wondering when the optimal time to start security might be. Financial data is provided to back up the date projected to maximize your retirement income from social security.
  • Surviving spouse benefits – the decision you make at retirement affects the rest of your life.  That decision affects your spouse’s ability to have health insurance later on.  Information is shared for widows and widowers as well.
  • TSP – one of the most important decisions you will have to make for retirement. Discussion on whether to leave TSP alone, transfer it, start income, as well as other options will be discussed.  The goal is to educate YOU to make the best decision for you and your family. The new DOL ruling on transfers and rollovers will be discussed on its impact on you.

TOPICS


  • Social Security
  • Properly Structured Estates
  • Probate
  • Beneficiary Arrangements
  • Federal Training
  • FEGLI (Federal Employee Group Life Insurance)
  • FEHB (Federal Employee Health Benefit)
  • Surviving Spouse
  • IRA’s
  • TSP
  • Beneficiary Arrangements
  • Retirement Paperwork
  • Postal Blue Book
  • Postal Shared Services Retirement telecom