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

Federal Benefits
Workshop:
Weber County Library

Tuesday, May 19th • 4:30 PM – 6:30 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 Ogden-area federal employees — IRS Service Center, VA, U.S. Forest Service, and other agencies.

Ann Werts

Ann Werts

Workshop Instructor

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

Limited Seating — 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 County Main Library
Ogden, Utah

2464 Jefferson Avenue, Ogden, UT 84401

Tuesday, May 19, 2026

4:30 PM – 6:30 PM

Free on-site parking — no permit required

Training Details

Session Information

In-person session (not virtual)
Arrive 10–15 minutes early
Spouses & partners encouraged to join
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?

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

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.

Where exactly is the venue?

Weber County Main Library, 2464 Jefferson Avenue, Ogden, UT 84401. Free parking on-site.

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