Planning, Inc. maintains a cadre of highly qualified subject matter experts to conduct their retirement and financial planning seminars. Our speakers have been working with numerous professional groups and speaking at Planning, Inc. seminars for many years. They have extensive experience in presenting to federal employees and are skilled at quickly establishing rapport with the participants and creating an atmosphere conducive to learning. The summary below further depicts our peakers’ qualifications.
Federal Benefits and Counseling
Our presenters for the Federal Retirement Benefits segment and Federal Benefits counseling have had several years of experience working for federal agencies as a Benefits Specialists. Subject matter experts stay current with rules and regulations regarding Federal Benefits by monitoring legislative efforts in the area of Human Resources, attendance at professional training seminars, accessing relevant websites (OPM, TSP, LTCFEDS, FSAFEDS, BENEFEDS, etc.) as well as a variety of other sources to update their information as required.
Financial Planning
Our presenters for the Financial Planning sessions are all Certified Financial Planners, with a minimum of three years and an average of ten years experience as a CFP. Each is well versed in the TSP, FEHB and FEGLI as well as the newest federal benefits programs - FLTCIP, FSAFEDS, HSAs and FEDVIP. Each of these topics is covered during their presentations.
Legal and Estate Planning Issues
Experienced attorneys who specialize in Estate Planning and/or Elder Law conduct our sessions on Legal Matters. They thoroughly cover all subjects critical to proper estate planning including wills, trusts, powers of attorney, advance medical directives, estate and inheritance taxes and gift tax laws.
Health and Wellness
Our professional Health and Wellness experts, each with more than 20 years experience in the field, present valuable information on how to incorporate lifestyle changes that promote wellness both mentally and physically.
Transition Planning
Our Transition Specialists have worked for many years in the field of Transition Planning, hold certifications, licenses and designations such as Doctors of Social Work or Psychology, Licensed Clinical Social Workers, Licensed Professional Counselors, National Career Counselors or Life Coaches and have provided guidance and support for hundreds of clients over the course of their respective careers.
6800 Versar Center Suite 450 Springfield, VA Phone: 22151-4177 | 207 Mandalay Canal Irving, TX 75039 Phone: 469-893-1765
