What we do

FBE understands how difficult it can be to find financial professionals with training, support, and emphasis in their practice on the financial needs of federal employees and their families. To assist federal employees in locating independent financial professionals in their area who serve the unique needs of federal employees, FBE has organized the FBE Advisor Network, a network of financial professionals who have been trained in federal benefits and focus their practice on serving the needs of federal employees.

Educational Seminars

FBE conducts half-day and full-day benefits training workshops designed to provide attendees with the knowledge to understand and manage their federal benefits. Unlike many providers of federal benefits training, FBE can provide these workshops at no cost to attendees or their federal agency employers.

Workshops can be conducted on-site or at an off-site facility at the request of the agency. These workshops concentrate on essential topics related to the CSRS or FERS programs and can be tailored to the needs of CSRS-Offset and/or Special Provision plan participants.

FBE Advisors Network

Many Federal Employees would like additional assistance beyond the educational training session, not only in understanding their Federal Benefits but in meeting with a qualified and trained financial professional who can assist in identifying areas of concern in retirement preparedness and developing a plan to assist in achieving long-term financial goals. To assist these individuals Federal Benefits Educators is pleased to provide the FBE Advisor Network, a network of independent financial professionals who serve the unique needs of federal employees and their families.

FBE Advisor Network members provide a wide range of financial services dependent upon their individual experience, licensure, and client needs. Each is an independent financial professional who has received training in federal retirement benefits and is backed by the resources of FBE’s expertise and resources in federal retirement systems.

No-Cost Benefits Workshops

FBE conducts benefits training seminars designed to provide attendees with the knowledge and tools to better understand their federal benefits. Unlike many providers of federal benefits training FBE can provide these workshops at no cost to attendees or their federal agency employers through our partnership with independent financial professionals who serve federal employees.

Complimentary Benefits Reviews

FBE provides federal employees with access to a network of independent financial professionals. These financial professionals are available, at the sole discretion of the federal employee, for meetings without cost or obligation. These reviews offer you:

The opportunity to meet with a financial professional who may assist you in analyzing and interpreting benefits and their impact on future financial security.

Personalized Benefits Analysis – FBE Advisor Network members will provide an initial meeting and personalized benefits analysis without cost or obligation.

The Personalized Benefits Analysis is an individually tailored document summarizing your federal employer-provided or optional retirement income, thrift savings plan, disability income, and life, health, and long-term care benefits. Members of the FBE Advisor Network gather basic information from you during an initial meeting upon which to prepare the Personalized Benefits Analysis. Each document is tailored to your individual situation.

Personalized Benefits Analysis reviews and illustrations are provided by independent financial professional members of the FBE Advisor Network. FBE does not directly provide personalized benefits analysis. Personalized Benefits Analysis documents are not endorsed by, provided or sponsored by the United States Federal Government or any employing agency of the US Federal government.

The Personalized Benefits Analysis is provided to federal employees without cost or obligation by members of the FBE Advisor Network.

Trained Professionals

Government Agencies We’ve Conducted Trainings With

Trainings Conducted

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