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

Federal Benefits
Workshop:
Hill AFB / Weber State Davis

Thursday, May 21st • 6:00 PM – 8:00 PM

Two hours of focused education covering Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP), Federal Employees Health Benefits (FEHB), Federal Employees Group Life Insurance (FEGLI) and Social Security — plus open Q&A with Ann Werts.

Built for Hill AFB civilian employees and DoD professionals — over 14,700 federal civilians work in Davis County.

Ann Werts

Ann Werts

Workshop Instructor

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

Only 25 Seats — Register Early

Reserve Your Seat

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

Privacy Protected & No-Obligation Educational Event
We will not sell your information or send unsolicited communications.

Curriculum

Federal Benefits Workshop Agenda

Two hours of focused education plus live Q&A. We cover the four pillars of your federal benefits package and how they integrate with Social Security in retirement.

CH. 01

Federal Employees Retirement System (FERS)

Pension calculations, MRA + 10 vs. immediate retirement, the FERS supplement, survivor benefits, and timing your retirement window. Interactive Q&A: general FERS strategies and timing.

Pension Calculations FERS Supplement Survivor Benefits
CH. 02

Thrift Savings Plan (TSP)

Contribution and matching strategies, fund selection, the Mutual Fund Window, withdrawal options, Roth vs. traditional, and rollover considerations. Interactive Discussion: general TSP strategies and best practices.

Contributions Investment Strategy Withdrawals
CH. 03

FEHB & Medicare

Carrying FEHB into retirement, the 5-year rule, Medicare coordination, premium-sharing math, and how FEHB interacts with Part A, Part B, and IRMAA brackets. Q&A Focus: general health benefits scenarios.

FEHB Medicare Timing IRMAA
CH. 04

FEGLI & Social Security

Basic Life, Option A/B/C, the post-65 cost cliff, and when private term beats FEGLI; plus Social Security strategy: WEP/GPO, claiming windows, and integrating Social Security with your FERS pension.

Life Insurance Social Security WEP/GPO
Ann Werts
Your Workshop Instructor

Ann Werts

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

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Location & Logistics

Weber State University
Davis Campus

Weber State Davis Campus

D2 Building, Room 117 (first floor, right inside main entrance)
2750 University Park Blvd, Layton, UT 84041

Thursday, May 21, 2026

6:00 PM – 8:00 PM

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

Built for FERS, CSRS, and CSRS Offset employees

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

Frequently Asked Questions

Is this affiliated with OPM, DoD, or Hill AFB?

No, this is an independent educational workshop. We provide non-biased, fiduciary guidance that is not limited by government handbook scripts and is not endorsed by any federal agency or installation.

Can I bring my spouse?

Absolutely — we encourage it. Retirement is a joint decision, especially regarding FEHB, Survivor Benefits, and Social Security claiming.

Will I be sold financial products?

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

Do I need to print a parking permit?

Yes — Weber State requires a printed parking permit on your dashboard. Digital permits will not work. The permit is included with your registration confirmation email and on the thank-you page.

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