ONLINE EVENTS

&

EDUCATIONAL WORKSHOPS

 

WILLIAM S. MORRIS , ChFEBC , a Chartered Federal Employee Benefits Consultant and a Financial Advisor for SFG Federal a division of Sarasota Financial Group, Inc. and Long Term Care 4 Veterans, specializes in financial and retirement planning for federal employees and  VA veterans. Bill has given over 100 seminars and workshops with the Department of Navy, Florida Association of Letter Carriers (FLALC) and the Federal Aviation Administration (FAA), Federal Law Enforcment Officers Association (FLEOA).

He conducts 4 hour pre-retirement planning seminars and 1 hour workshops, focusing on Retirement Income Planning, Government Pensions, Survivor Benefits, Federal Employees' Group Life Insurance (FEGLI) and Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees.

If you are interested in hosting a workshop in your facility or online, please click the links below:

 

Price of Freedom

FERS Retirement:

What are my retirement options? Is it true I can get a higher pension if I stay to age 62 with 20 years of service?

star bullet Learn more about FERS.

SGLI and VGLI

Serviceman Group Life Insurance (SGLI) to Veterans Group Life Insurance (VGLI)

Is it true my premiums go up every 5 years once I retire? How can I prevent this and still have coverage?

star bullet Learn more about SGLI & VGLI.

   

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FEDERAL BENEFIT ANALYSIS

 

                                                           

Federal Employee Benefits