Educational Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Attend one of Ann's Federal Benefits Seminars

At Ann Vanderslice - Retirement Planning Strategies, we hold educational seminars for federal employees that feature information on topics of interest to federal employees and retirees such as CSRS, FERS, Thrift Savings Plan, Social Security, Medicare, life insurance, retirement income strategies and annuities. Our seminars often include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on current federal employee and retiree issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

Note: Registration for many of our classes is handled by the Colorado Federal Executive Board. You can find more information at https://colorado.feb.gov/events-training/retirement-classes/ under “Events.”

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Our Calendar of Events

JANUARY

  • Jan. 16: Breakfast Club | What the New Tax Law Means for You | No registration, no cost. | CFEB Training Room, DFC Building 25
  • Jan. 23: FERS Training | Western Area Power Administration | Watertown, South Dakota
  • Jan. 30: CSRS Training | Department of Energy | Golden, Colorado
  • Jan. 31: FERS Training | 8:30 a.m. – 4 p.m., Registration required, $130 cost. | CFEB Training Room, DFC Building 25

FEBRUARY

  • Feb. 5: CSRS Training | Bureau of Land Management | Salt Lake City, Utah
  • Feb. 6: FERS Training | Bureau of Land Management | Salt Lake City, Utah
  • Feb. 12: Breakfast Club | Savvy Social Security and Medicare | 8 - 9 a.m., Registration required, no cost | CFEB Training Room, DFC Building 25

MARCH

  • March 6: FERS Training | National Park Service | Dinosaur National Monument | Vernal, Utah
  • March 27: Breakfast Club | Phased-In Retirement| 8 - 9 a.m., Registration required, no cost | CFEB Training Room, DFC Building 25
  • March 28: FERS Training | 8:30 a.m. – 4 p.m | Registration required, $130 cost | CFEB Training Room, DFC Building 25

APRIL

  • April 11: CSRS Training | 8:30 a.m. – 4 p.m. Registration required, $130 cost | CFEB Training Room, DFC Building 25
  • April 12: Breakfast Club| Women and Money | 8 a.m. – 9 p.m. Registration required, no cost | CFEB Training Room, DFC Building 25

MAY

  • May 8: Breakfast Club, TSP 101 | 8 – 9 a.m. Registration required, no cost | CFEB Training Room, DFC Building 25
  • May 17: FERS Training | 8:30 a.m. – 4 p.m. Registration required, $130 cost | CFEB Training Room, DFC Building 25

JUNE

  • June 7: Breakfast Club, TSP 201 | 8 – 9 a.m. Registration required, no cost | CFEB Training Room, DFC Building 25
  • June 26: Breakfast Club, TSP 301 | 8 – 9 a.m. Registration required, no cost | CFEB Training Room, DFC Building 25

JULY

  • July 12: Breakfast Club, TriCare/Medicare/FEHB | CFEB Training Room, DFC Building 25
  • July 25: FERS Benefits | CFEB Training Room, DFC Building 25

AUGUST

  • August 8: Breakfast Club | Coordinating Retired Military and FERS Benefits | CFEB Training Room, DFC Building 25

SEPTEMBER

  • September 13: Breakfast Club | Survive and Thrive in Retirement | CFEB Training Room, DFC Building 25

OCTOBER

  • October 11: Breakfast Club | VERA/VSIP
  • October 24: FERS Benefits

NOVEMBER

  • November 8: Breakfast Club | Maximizing Your Federal Benefits

Get access to our helpful retirement kit which includes The Road to Retirement, Own Your Own Retirement, and the Retirement Playbook guides that address topics you should consider when planning your retirement.

Ask Ann

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

×

Privacy Policy | Terms of Use

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

*Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC 
Advisory services offered through CL Wealth Management LLC [CLWM]
200 Vesey Street, 24th Floor, New York, NY 10281, 888.992.2268.
Ann Vanderslice Retirement Planning Strategies is not controlled by a subsidiary of CLS or CLWM.*

Check the background of this financial professional on FINRA's BrokerCheck.