100% Complimentary Workshop
Federal Benefits
Workshop:
University Guest House
Wednesday, May 20th • 4:00 PM – 6:00 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 Salt Lake federal employees — VA Medical Center, IRS, Department of the Interior, and other agencies.
Ann Werts
Workshop Instructor
15+ years helping federal employees understand their benefits with personalized guidance and interactive Q&A.
Reserve Your Seat
100% complimentary workshop — no cost, no obligation, no sales pitch.
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.
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.
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.
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.
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.
Featured Resource
"FedTelligence 2.0"
The ultimate guide to mastering your federal benefits
15+ years federal benefits experience
Assisted thousands of federal employees
Federal benefits education specialist
Featured in "FedTelligence 2.0"
University Guest House
University of Utah, Fort Douglas
110 S Fort Douglas Blvd, Salt Lake City, UT 84113
Wednesday, May 20, 2026
4:00 PM – 6:00 PM
Visitor parking on-site at the Guest House
Maps & Directions
Session 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?
University Guest House, 110 S Fort Douglas Blvd, Salt Lake City, UT 84113 — on the University of Utah campus near the VA Medical Center. Visitor parking is available on-site.
Federal Benefits Educational Workshop