No Sales. No Product Discussions. Just Education.
Federal Benefits
Workshop:
Weber State University
A comprehensive understanding of FERS, TSP, Federal Employees' Group Life Insurance (FEGLI), and Social Security for Northern Utah Federal Employees.
Ann Werts
Federal Benefits Specialist & Financial Advisor
Ann brings over 15 years of specialized experience helping federal employees understand the complexities of FERS, TSP, and retirement planning. Her expertise in federal benefits analysis has provided education and guidance to hundreds of government employees regarding their retirement options.
Complimentary
Complimentary admission for federal employees and spouses.
Workshop Agenda
FERS/CSRS Systems
Three-part FERS foundation and pension calculations
FEGLI Analysis
Life insurance options and cost-benefit strategies
FEHB Planning
Health benefits and Medicare coordination
TSP & Military Buyback
Investment strategies and service credit decisions
Request Paid Time Off to Attend
Federal employees may be eligible to attend using an SF-182 Training Authorization Form if approved by their agency.
SF-182 FormFederal employees may be eligible to attend through their agency's SF-182 training authorization process if approved as job-related. Use of an SF-182 is optional and not required to register or attend. Approval, when applicable, is determined solely by each agency.
Ann Werts
Ann brings over 15 years of specialized experience helping federal employees navigate the complexities of FERS, TSP, and federal retirement planning. Her deep understanding of federal benefits systems, combined with her financial planning expertise, has provided education and guidance to hundreds of government employees regarding their retirement strategies and federal benefits.
As a dedicated federal benefits specialist, Ann stays current with all federal retirement policy changes, TSP updates, and benefit analysis strategies. She understands that federal employees face unique challenges and opportunities that require specialized knowledge beyond traditional retirement planning.
Areas of Expertise
Weber State University
Davis Campus
D2 Building, Room 117 (first floor, right inside main entrance)
Thursday, April 9th, 2026
9:00 AM - 11:00 AM
Covered by Capital Wealth — Print your parking permit (sent after registration)
Campus Maps & Navigation
Important Parking Information
Parking permits must be PRINTED and placed on the driver's side dashboard. Digital display on phone will NOT work. Valid in DAVIS W LOTS ONLY.
Session Information
What You Need to Know
Attendance is free of charge
Spouses/guests are encouraged to attend
Training covers both CSRS & FERS audiences
After the workshop, one-on-one help is available
Important Disclosures: Capital Wealth is not endorsed or affiliated with the Federal Government or Social Security Administration. This workshop is for educational purposes only and does not constitute investment advice, tax advice, or a recommendation to buy or sell any security. Past performance does not guarantee future results. All investments involve risk, including potential loss of principal.
Capital Wealth is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Registration as an investment adviser does not imply a certain level of skill or training. For additional information about Capital Wealth, including fees and services, please see our Form ADV disclosure document available at adviserinfo.sec.gov or contact us directly.