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Federal Benefits Workshop - American Flag
Capital Wealth 100% Complimentary Workshop

Federal Benefits
Workshop:
Weber State University

Interactive workshop covering Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP), Federal Employees Health Benefits (FEHB), Federal Employees Group Life Insurance (FEGLI) and Social Security for northern Utah federal employees.

Ann Werts

Ann Werts

Workshop Instructor

15+ years helping federal employees understand their benefits with personalized guidance and interactive Q&A sessions.

Less than 25 seats remaining

Secure Your Briefing

100% complimentary workshop — no cost, no obligation, no sales pitch.

Privacy Protected & No-Obligation Educational Event

Curriculum

Mastering the Legacy of Your Service

"Your federal benefits are more than a paycheck; they are a multi-generational legacy that requires active stewardship."

CH. 01

Federal Employees Retirement System (FERS)

Deep dive into your three-part retirement system: Basic Benefit Plan, Social Security, and TSP. Learn pension calculations, survivor benefits, and strategic retirement timing. Interactive Q&A: Bring your specific FERS questions for personalized guidance from Ann.

Pension Calculations Survivor Benefits Retirement Timing
CH. 02

Thrift Savings Plan (TSP)

Master your TSP with contribution strategies, fund selection, withdrawal options, and rollover decisions. Learn about matching contributions and tax implications. 1:1 Discussion: Get personalized TSP strategy recommendations based on your situation.

Contributions Investment Strategy Withdrawals
CH. 03

Federal Employees Health Benefits (FEHB)

Navigate health insurance in retirement, Medicare coordination, and enrollment decisions. Understand premium sharing and coverage continuation. Q&A Focus: Ask about your specific health benefits scenarios and Medicare timing questions.

Health Benefits Medicare Timing Premium Costs
CH. 04

Federal Employees Group Life Insurance (FEGLI)

Analyze your life insurance options: Basic Life, Option A, Option B, and Option C. Compare FEGLI costs with private alternatives and understand post-retirement coverage. Personal Review: Discuss your specific FEGLI situation with Ann.

Life Insurance Coverage Options Cost Analysis
Training Authorization

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 Form

Federal 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

Federal Benefits Specialist

"15+ years helping federal employees understand their benefits."

Your Workshop Instructor

Ann Werts

Ann has 15+ years of experience helping federal employees understand their benefits. Her expertise in federal benefits has provided education and guidance to thousands of government employees both while they're working and as they approach retirement.

15+ years federal benefits experience

Assisted thousands of federal employees

Northern Utah federal benefits specialist

Location & Logistics

Weber State University
Davis Campus

Weber State 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)

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.

Training Details

Session Information

Room capacity: 25 seats
In-person session (not virtual)
Arrive 15 minutes early
Business casual dress code
Seats are limited — register early to guarantee your spot
Registration Information

What You Need to Know

Attendance is free of charge

Spouses/guests are encouraged to attend

Training covers FERS federal employees

After the workshop, one-on-one help is available

Frequently Asked Questions

Is this affiliated with OPM?

No, this is an independent educational seminar. We provide non-biased, fiduciary guidance that is not limited by government handbook scripts.

Can I bring my spouse?

Absolutely. In fact, we encourage it. Retirement is a joint legacy decision, especially regarding FEHB and Survivor Benefits.

Will I be sold financial products?

This session is purely educational. No financial products will be offered or sold during the seminar. Our goal is clarity, not solicitation.

Register for the Briefing

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