Why retire FERS, when you can retire FERS+
What is the
FERS+ Procedure™?
FERS+ Procedure™ is a step-by-step federal benefits and financial retirement meeting procedure where we help you:
1
Create a Customized Retirement Income Plan
2
Create a Federal Benefits Optimization Plan
3
Create an Investment Bucket Strategy
4
Choose What Date to Retire
5
Create a Social Security Strategy
6
Create a Long Term Care Strategy
7
Create an Insurance Strategy and Learn How to Get FEGLI at Reduced or No Cost
Attend a FERS+ Workshop Today
Lifestyle Wealth Management is conducting their much anticipated FERS+ Workshop. A no-cost in-person workshop for federal employees. This 60-minute classroom-style workshop will focus on high-level federal benefits and specific actionable strategies and tactics to help optimize your federal retirement plus other advanced retirement tactics.
When
Limited Availability
Wed, April 30, 2025
Check-in: 5:15PM - 5:30PM
Workshop: 5:30PM - 7:30PM
Where
AMR Recreation center
(Aliamanu Community Center)
182 Kauhini Rd, Honolulu, HI 96818
3 Options to Become a Client
FERS+ Procedure™:
$350/hr
OR
Three Meetings
$1,000
Advisory Client:
Fee Based.
Advisory & FERS+
Rollover >$500K AUM & FERS+ Procedure™ is complimentary
Investment advisory services offered by registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Lifestyle Wealth Management are unaffiliated entities. Licensed insurance professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are back by the financial strength and claims paying ability of the issuing company. We are not affiliated with any government agency
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Investment advisory services offered by registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Lifestyle Wealth Management are unaffiliated entities.
Licensed insurance professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investing involves risk, including possible loss of principal. Insurance product guarantees are back by the financial strength and claims paying ability of the issuing company.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).