Financial Planner for Federal Employees Shilanski & Associates, Inc., is a financial planning firm for federal employees. We help federal employees understand their benefits from a financial planning perspective and help them make the best choices for their personal situation. But we are not right for everyone. Let’s take a closer look at what we do and how we help our clients to see if our team is the right financial planning firm for you. Read More
Looking for in-person FERS Retirement Seminars in Alaska?
Shilanski & Associates, Inc. offers live, in-person FERS retirement classes in Anchorage, Alaska.
At our full-day workshop, you will learn about your FERS retirement benefits and what you need to consider before retiring from the Federal Government.
April 2019 Classes have Sold Out
Our April 3 and April 4 classes in Anchorage have sold out. If you’d like to know when we offer classes in the future – be sure to sign up for our monthly ezine, “FERS Federal Retirement Fact Check”. When you’re signed up for our ezine newsletter, you’ll get the latest information about classes we teach.
“Are You Going to the Right Pre-Retirement Class?”
Did you know that there are several different groups that put on pre-retirement classes in Anchorage? Make sure you’re attending the right retirement class.
Many federal employees *think* they’re coming to one of our classes -but they’re actually signed up for someone else’s class.Before you sign up for a pre-retirement class, make sure you know who’s teaching your class.Many instructors teaching pre-retirement classes fly around the country teaching classes. But very few have actual experience helping individual federal employees plan their retirement.
Who’s Teaching Your Pre-Retirement Class?
Our FERS pre-retirement classes are taught by Floyd Shilanski, Micah Shilanski and Jamie Shilanski. Each are financial professionals living and working in Alaska. They help Federal Employees in Alaska and federal employees from across the nation to plan their retirement. They have real experience in helping individual federal employees through the entire retirement process and beyond.
Floyd Shilanski, RFC®
Floyd is the founder of Shilanski & Associates, Inc., an independent financial planning firm that has been in business in Anchorage for nearly 40 years. Floyd has years of experience helping individuals pursue their financial and retirement goals.
Micah Shilanski, CFP®
Micah is the founder of Plan-Your-Federal-Retirement.com. He is also an author for FedSmith.com, and has been mentioned in many GovExec.com articles by Tammy Flanagan. Federal Employees from across the nation (and even those stationed overseas) have called Micah when they needed help with their federal retirement benefits. Micah is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping federal employees get the most out of their retirement benefits.
Jamie Shilanski, RFC®
Jamie orchestrates educational classes as well for Federal Employees working in the State of Alaska on their benefits. She works with several Human Resource professionals in an effort to educate employees on how their benefits play a significant part of one’s financial plan.
Real Experience Helping Federal Employees in Alaska
We teach classes, but more importantly, we have personally helped individual federal employees through the entire federal retirement process, from planning to paperwork and enjoying retirement.
We’ve seen the mistakes that can happen, and we want to help you avoid them.
We’re local. We’re not flying in from outside; we live and work right here in Anchorage. We’re familiar with the unique issues that affect Alaska’s federal employees.
Our FERS Retirement Classes are Different
Your federal benefits are just one piece of your overall financial puzzle.
When you attend one of our FERS pre-retirement seminars…
You’ll learn about your federal retirement benefits from a financial planning perspective
You’ll understand how your benefit choices impact your overall financial picture
You’ll see examples of common mistakes, and learn how to avoid them
You’ll learn about the importance of estate planning for federal employees
You’ll have a chance to ask specific questions about how your benefits work
Cost to Attend?
Our FERS retirement seminars are provided at no cost to federal employees, but you must register online in advance.
Parking is at your own expense, so we encourage you to bring a friend and carpool.
We think it’s important for you to be able to ask questions during the presentation, so we keep our class sizes small. Registration is first come, first serve.
We encourage spouses to attend, just make sure you’re registered so we can save you a seat! 🙂
Class Location & Times?
Our classes are taught in downtown Anchorage, but please check event details for exact locations – as the location may be different for different dates. (You’ll see the specific location when you’re registering for class)
Classes start at 8:00 am. Our FERS retirement seminars are generally concluded by 5:00pm.
Topics Covered in Our FERS Retirement Seminars
Our FERS retirement seminars are different: we focus on your federal retirement benefits from a financial planning perspective.
We’ll go over the ins and outs of your FERS benefits, but we also discuss how your FERS benefits fit into your overall retirement picture.
Here’s a list of the major topics we cover in class…
Financial Planning: Perception vs Reality
FERS Retirement Eligibility
FERS Annuity / Pension Calculation
High – 3 Salary
Buying Back Time (Military, temp time, etc.)
COLA to Locality Pay for Alaska
Social Security for FERS
TSP – Your Retirement Choices
FEGLI Life Insurance
FEDLTC Long Term Care
FEHB Health Insurance
Taxes & Your Federal Retirement
Estate Planning for Federal Employees
We encourage Q&A for each topic. Throughout the day, we’ll share stories about common mistakes we see and how to avoid them.
Depending on the audience, we can go more in depth on certain topics as needed.
Want a Special Class Just for Your Federal Agency?
Our full-day workshops are for FERS from any Federal Agency.
But what if you’d like us to come and teach a special class just to your Federal Agency? We have taught specialized classes for several Federal Agencies in Alaska. Custom classes can be tailored to fit your time and content requirements.
Find out more about custom classes for your agency.
Federal Employees Make Mistakes But YOU Don't Have To
Forgetting to Check Your Beneficiary Designations
Expecting Pension Check to Arrive in 30 Days After Retiring
Not Knowing the Difference Between SCD vs. RSCD
Completing Retirement Paperwork Incorrectly
Failing to Prepare Financially for Retirement
Failing to Understand Tax Consequences
Getting Bad Advice
Click below and learn how to avoid making them yourself
“Forgetting for the moment the part my personal $$ contributions were over the years….Will the IRS tax my FERS ‘Unreduced Monthly Annuity’ (UMA) or my UMA minus the Survivor Benefit
Your Financial Planners
Get the most out of your federal retirement benefits by taking advantage of the FERS resources created by Micah Shilanski, CFP®, and the team of independent financial advisors at Shilanski & Associates, Inc. Join the thousands of federal employees who trust us to guide them in their retirement planning journey because of our unique perspective of how your FERS benefits contribute to your comprehensive financial plan.
3 Critical Concepts that Most Federal Employees Miss When Planning Their Retirement
Year after year I see Federal Employees missing the same critical concepts in their federal retirement planning. That’s why I’ve created an online workshop to help educate Federal Employees on these critical concepts.
Advisory services offered through Shilanski & Associates, Inc., an Investment Adviser doing business as “Plan Your Federal Retirement”. Plan Your Federal Retirement is not employed by the United States Federal Government and does not represent the United States Federal Government. All content on this site if for information purposes only. This website is not personalized investment advice. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please review our Customer Relationship Summary (Form ADV Part 3) for important information about our services and fees.
Opinions expressed herein are solely those of Shilanski & Associates, Incorporated, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties, informational accuracy, or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or recommendation regarding the purchase or sale of any security. There is no guarantee that any forward-looking statements or opinions provided will prove to be correct. Securities investing involves risk, including the potential loss of principle. There is no assurance that any investment plan or strategy will be successful.