At Benefit Planning Inc. (BPI) our experienced team assists our clients in obtaining professional help with the complex financial decisions associated with the federal retirement system.
Since 1987 BPI has been helping federal employees understand and navigate their benefits and provide guidance for integrating their benefits package into their personal financial plan.
As an approved GSA contracted vendor, BPI offers free 2 hour Federal Benefits training workshops for agencies on a limited basis. GSA discounted pricing is also available on 4 hour, 8 hour and 2 day training sessions.
Common Workshop Topics Include:
Your retirement may be years away but your decisions TODAY play a crucial role in your future. BPI professionals understand the navigation needed to maximize the federal employee benefit package. In addition to the education workshops, BPI professionals provide complimentary analysis for employees on a personal basis.
As Registered Representatives, BPI can provide assistance with investments, life and long term care insurance, short term disability, as well as fee based asset management and fee based financial plan.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure