DUNS #038426073* Federal Retirement & Benefits Seminars...• Common Pre-Retirement Mistakes •...
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Federal Retirement & Benefits Seminars The Honolulu-Pacific Federal Executive Board is proud to sponsor four Federal Retirement & Benefits Seminars featuring: The Government Employee Benefit Institute Robert Yeszerski and Dan Hartenstein, Federal Benefits Specialists and founders of GEBI, have been working as wealth managers in Hawaii since 1999. They created GEBI to help government employees maximize their retirement benefits and avoid losses due to choices based on incorrect, incomplete and/or outdated information. Since inception, GEBI has helped over a thousand Federal Employees get the most out of their benefits. GEBI’s core philosophy is that you don’t have to learn ‘the whole system’. Instead, you need to be able to ask the right questions so that you can become an ‘expert’ in your particular benefits system – as it pertains specifically to you and your family. Each Course Includes: • Common Pre-Retirement Mistakes • Retirement Options & Eligibility (including creditable service and military buy-back) • Maximizing your leave (Annual Leave payouts, Sick Leave conversions) • Computing your High-3 and Retirement Annuity • Survivor Benefit Plan • FERS Special Supplement • CSRS VCP • Getting the most from Social Security • TSP update: from contributions, to allocations, to distribution strategies • FEGLI & FEHB in retirement • Long-Term Care planning (including the FLTCI) • How to file a healthy retirement application …and many more, including overall cash flow, general planning, and suggestions for what to do if you come up short. Four separate one-day sessions. CSRS, CSRS-Offset, FERS, Traditional & Special Provision employees may attend any session. All classes run from 8am – 4pm Registration fee: $66 per person Registration includes course materials and parking. Please note that the maximum height in the guest parking area is 5’11”. Oversized vehicles will have to find alternate parking. The parking validation does not include in-and- out privileges. Questions: [email protected] A personal benefit summary report and cash flow projection is included with each ticket as a practical application of the material to be presented in the class. While this report is an important part of understanding how your benefits could look in retirement, redemption thereof is entirely optional. The report includes two post-seminar meetings with one of the instructors, the cost of which is included in the class registration fee. Should you choose to not redeem your benefit summary report, You will NOT be contacted by the instructors after the sessions, nor will they ask for your personal/business contact information. These sessions are 100% training. No financial services, products, or insurance will be sold. *GEBI is a wholly-owned DBA of Hart Financial Services, Inc, a Hawaii-domiciled corporation registered with Dunn & Bradstreet (D&B) and the System for Awards Management (SAM), and A+ accredited with the Better Business Bureau The Government Employee Benefit Institute (GEBI) and Hart Financial Services are not affiliated with, endorsed or sponsored by the Federal Government or any U.S. Government agency. DUNS #038426073* July Tuesday the 10 th Wednesday the 11 th Tuesday the 17 th Wednesday the 18 th
Transcript of DUNS #038426073* Federal Retirement & Benefits Seminars...• Common Pre-Retirement Mistakes •...
Federal Retirement & Benefits Seminars
The Honolulu-Pacific Federal Executive Boardis proud to sponsor four Federal Retirement & Benefits Seminars featuring:
The Government Employee Benefit Institute
Robert Yeszerski and Dan Hartenstein, Federal Benefits Specialists and founders ofGEBI, have been working as wealth managers in Hawaii since 1999. They created GEBIto help government employees maximize their retirement benefits and avoid lossesdue to choices based on incorrect, incomplete and/or outdated information. Sinceinception, GEBI has helped over a thousand Federal Employees get the most out oftheir benefits. GEBI’s core philosophy is that you don’t have to learn ‘the wholesystem’. Instead, you need to be able to ask the right questions so that you canbecome an ‘expert’ in your particular benefits system – as it pertains specifically to youand your family.
Each Course Includes:• Common Pre-Retirement Mistakes• Retirement Options & Eligibility
(including creditable service andmilitary buy-back)
• Maximizing your leave (Annual Leavepayouts, Sick Leave conversions)
• Computing your High-3 andRetirement Annuity
• Survivor Benefit Plan• FERS Special Supplement• CSRS VCP• Getting the most from Social Security• TSP update: from contributions, to
allocations, to distribution strategies• FEGLI & FEHB in retirement• Long-Term Care planning (including
the FLTCI)• How to file a healthy retirement
application
…and many more, including overallcash flow, general planning, andsuggestions for what to do if youcome up short.
Four separate one-day sessions.CSRS, CSRS-Offset, FERS, Traditional & SpecialProvision employees may attend any session.All classes run from 8am – 4pm
Registration fee: $66 per personRegistration includes course materials andparking. Please note that the maximum heightin the guest parking area is 5’11”. Oversizedvehicles will have to find alternate parking.The parking validation does not include in-and-out privileges.
Questions: [email protected]
A personal benefit summary report and cashflow projection is included with each ticket asa practical application of the material to bepresented in the class. While this report is animportant part of understanding how yourbenefits could look in retirement, redemptionthereof is entirely optional. The reportincludes two post-seminar meetings with oneof the instructors, the cost of which is includedin the class registration fee.
Should you choose to not redeem your benefitsummary report, You will NOT be contacted bythe instructors after the sessions, nor will theyask for your personal/business contactinformation.
These sessions are 100% training.No financial services, products, or
insurance will be sold.
*GEBI is a wholly-owned DBA of Hart Financial Services, Inc, a Hawaii-domiciled corporation registered with Dunn & Bradstreet (D&B) and theSystem for Awards Management (SAM), and A+ accredited with the Better Business Bureau
The Government Employee Benefit Institute (GEBI) and Hart Financial Services are not affiliated with, endorsed or sponsored by the FederalGovernment or any U.S. Government agency.
DUNS #038426073*
JulyTuesday the 10th
Wednesday the 11th
Tuesday the 17th
Wednesday the 18th
Personal data gathering: Important Documents Where to get them What to look for
Retirement Eligibility Maximizing your Annual & Sick Leave benefits FERS/CSRS Annuity Calculation Survivor Benefit Plan FERS Special Retirement Supplement Social Security - When should you file? TSP & Retirement Savings VCP (The CSRS-only benefit) Federal Employee Health Benefits (FEHB) in retirement Federal Employee Group Life Insurance (FEGLI) in retirement Long Term Care Planning How to file a healthy retirement application Retirement Misconceptions Cash flow, Taxation & Personal Issues General Planning Mistakes What to do if you come up short
Agenda:
*GEBI is a wholly-owned DBA of Hart Financial Services, Inc, a Hawaii-domiciled corporation registered with Dunn & Bradstreet (D&B) and theSystem for Awards Management (SAM), and A+ accredited with the Better Business Bureau
The Government Employee Benefit Institute (GEBI) and Hart Financial Services are not affiliated with, endorsed or sponsored by the FederalGovernment or any U.S. Government agency.
Federal Retirement & Benefits Seminars
Class Location:615 Piikoi Street, Room 401
https://www.eventbrite.com/e/gebi-summer-2018-federal-retirement-seminar-tickets-
46174179213(Please contact us for multiple
ticket purchases)
https://www.eventbrite.com/e/gebi-summer-2018-federal-retirement-seminar-tickets-
46174179213(Please contact us for multiple
ticket purchases)
Registration:Registration:
$66 per person.Includes parking validation. Noover-height parking available.
$66 per person.Includes parking validation. Noover-height parking available.
Fee:Fee:
www.gebionline.com
Questions:Questions:
Classes:Classes:
DUNS #038426073*
Enrollment for the class is Open, howeverdue to space limitations, all class attendees
will be charged admittance.
JulyTues the 10thWed the 11thTues the 17th
Wed the 18th
