Retirement Planning Strategies February 2018

Give us a call! 303-922-4304 Hours: 8-5 M-F




1 Denver Federal Center Building 45, Entrance E-9, Room 1050 Lakewood, CO 80225

Education Is Always Important


Education plays a huge role in the work we do here at Retirement Planning Strategies. My goal has always been to provide federal employees as much insight as possible into their benefits. That way, they can approach retirement with confidence and a sense of security. We do this in both our one-on-one meetings and through a series of classes.

We provide classes throughout the year, and we’ve recently finalized our calendar for the coming months. It’s always exciting to see what’s coming on the horizon, and teaching classes is a favorite part of my job. These classes are an opportunity to impact lots of workers at once. They range in topic from broad concepts applicable to the entire federal workforce to more niche lessons aimed at specific groups. Some of the groups we cover in our seminars include women in the federal workforce, veterans who are now federal employees, as well as law enforcement and firefighters. All of these subsets of the workforce have unique concerns, and it’s important we provide them with information that applies to their situations. It’s vital for us to strike a balance between covering evergreen topics and those that are timely. In the first category, for example, you’ll find discussions on Social Security and Medicare. We also hold frequent seminars on how to best avail yourself of federal benefits. You could have all the options in the world, but if you don’t know how to use them correctly, you’ll never get the most out of them. As you can probably guess, the new tax plan will be one of our time-sensitive topics this year. Everyone is curious about

how the changes will affect them, and I want to provide a forum where people can gain a little more understanding of the complexities of the bill and what it means to them. When policy changes like these arise, it’s only natural that people have questions and seminars are a great place to address them. Additionally, it’s important to provide the information in a variety of formats to meet as many needs as possible. That’s why we have bite-sized breakfast meetings, as well as half- and full-day sessions. Every minute you spend in a seminar should be valuable. This year, I’m excited to bring our seminars to locales far from our office. I have upcoming dates in South Dakota and Utah. These trips provide an opportunity to speak with underserved portions of the workforce, and I cherish the opportunity to do a little outreach. If you’re interested in attending one of our seminars, you can go to annvanderslice. com/seminars.php. I look forward to seeing you at our next event.

–Ann Vanderslice | 1

Published by The Newsletter Pro .

Made with FlippingBook Annual report