FREE WORKSHOP — APRIL 9, 2026
Know Your Numbers. Own Your Federal Retirement.
You've spent decades earning these benefits. Do you know what they're actually worth? Join us for a free, no-obligation workshop built specifically for federal employees.
DOES THIS SOUND FAMILIAR?
You've Spent Decades Earning These Benefits. Do You Know What They're Actually Worth?
Not knowing your exact FERS annuity
Most federal employees are off by $200–400 per month. That's up to $4,800 per year planned around the wrong number.
Working with an advisor who doesn't speak federal
FERS, TSP, FEGLI, FEHB, VERA, WEP, GPO — these require specialized knowledge most general advisors simply don't have.
Not knowing when to act on FEGLI
Option B premiums can increase 10–15x after age 65. The window to find private alternatives closes fast.
Wondering whether your money will actually last
The answer depends on withdrawal sequencing, tax bracket management, IRMAA thresholds, and Social Security timing. Every one of these is solvable with the right plan.
You're Not Behind. You Just Need Someone Who Speaks Federal.
This free workshop gives you the clarity and confidence to make informed decisions about your retirement.
RESERVE YOUR SEAT →What You'll Walk Away With
In 2 hours, you'll learn more about your federal benefits than most employees learn in 20 years of service. This is not a sales pitch — it's education that gives you the numbers you need to make confident decisions.
Key Topics Covered
- FERS Pension — Exact annuity calculations, optimal retirement dates, survivor benefit decisions
- TSP Strategies — Withdrawal options, Roth vs. traditional, rollover analysis
- FEGLI Analysis — Cost projections after 65, private alternatives, when to drop coverage
- FEHB + Medicare — Coordination strategies, PSHB changes, the 5-year rule
- Social Security — FERS supplement, WEP/GPO, optimal claiming age
- Tax Planning — Roth conversions, IRMAA avoidance, withdrawal sequencing
Event Details
Date
Wednesday, April 9, 2026
Time
9:00 AM – 11:00 AM
Location
Weber State University — Davis Campus
Address
2750 University Park Blvd, Layton, UT 84041
Cost
Free — No obligation
Spouses
Encouraged to attend
Official Time
Dress Code
Business casual
WHO SHOULD ATTEND
This Workshop Is For You If...
You're within 10 years of retirement
The decisions you make now about TSP, FEGLI, and Social Security will determine your income for the next 30 years.
You're covered under FERS
This workshop covers FERS-specific strategies including annuity optimization, supplement bridge, and survivor benefits.
You want real numbers, not generic advice
We'll show you the formulas, the thresholds, and the strategies that matter — not vague retirement platitudes.
YOUR PRESENTER
Michael Stevens, IAR
Founder, Capital Wealth Advisors
Mike specializes in federal employee retirement planning. He understands FERS inside and out — from pension calculations to survivor benefit elections to the FERS supplement bridge. No sales pitch. Just straight talk about your benefits.
QUESTIONS
Workshop FAQ
Everything you need to know before attending.
Reserve Your Seat
April 9, 2026 · 9–11 AM · Weber State University Davis Campus · Free
By registering, you agree to be contacted by Capital Wealth regarding the workshop. Your information is kept confidential.