Retirement and Estate Planning Seminars

ATTENTION FEDERAL EMPLOYEES:
Many federal agencies will cover the cost for you to take this training.
Please check with your agency FIRST before using your personal credit card.

FY 2014 Seminar Sessions

FY 2014 retirement seminars are now only one day long and priced at a flat rate of $75.00 for each attendee.

Get a comprehensive explanation of federal retirement benefits from nationally recognized instructor Loretta Ellis. This seminar is ideal for people who plan to retire within ten years, but is helpful for anyone with three or more years of federal service. It's never too early to start preparing!


Civil Service Retirement System (CSRS)

DONE
OPEN
OPEN

December 3, 2013
April 17, 2014
September 11, 2014


Location:
Gus Solomon Courthouse
620 SW Main St., Room 101
Portland, OR 97205
Federal Employees Retirement System (FERS)

DONE
DONE
OPEN
OPEN
OPEN

December 4, 2013
February 5, 2014
April 16, 2014
June 26, 2014
September 10, 2014

Location:
The Green-Wyatt Federal Building
1220 SW Third Ave., Conference Room 1A & B
Portland, OR 97204

Times: spacer 8:30 am - 4:00 pm spacer(Check-in opens at 7:45 a.m.)

Cost: spacerEACH ATTENDEE, federal employee or non-federal spouse/guest = $75.00

REGISTER HERE
www.regonline.com/ofebtraining_retirement

 

Questions? Please contact Stacie Benefield or Jeff Sargent at 503-326-3010 / ofebtraining@oregonfeb.us.

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How to Register for Oregon FEB Retirement and Estate Planning Seminars

To Register Online

1. Click on the REGISTER button to go to a secure online registration service. There you will log in and select a session date.
2. To register for someone other than yourself (e.g. if you are the credit card holder only), enter a registrant's name and e-mail address on the opening page. You will be asked to submit your contact information on a later page.
3. You will receive a confirmation by e-mail within 24 hours.

Payment

- Visa, MasterCard, Discover, American Express, federal checks or personal checks are accepted. Checks should be made payable to the Oregon FEB and mailed to: Oregon FEB, 620 SW Main Street, Suite 330, Portland, OR 97205.
- Electronic payments (EFT) cannot be accepted.
- Payments by credit card via the online registration service are processed within 2-3 days. Payments by credit card via fax or e-mail are processed about three weeks before the seminar.
- If payment by check is not received by two weeks prior to a seminar, the seat will be surrendered.

Cancellations/Refunds

There is a firm two week cancellation policy for all paid courses. We do not issue refunds within 14 calendar days of the initial class date. Someone can substitute for a registration or the registrant can transfer to another class. If a registrant does not attend a class, transfers cannot occur after the original session has started -- one must re-register and pay again.
NOTE: A $10 transaction fee is also applied to any cancellation requiring the refund of a credit card charge. This is based upon a fee charged to us by our online registration service. Thank you for your understanding.

Changing Your Registration to Another Session

Our online registration service allows you to change the date of your registration up to two weeks before a session. To do so, go to the Registration Page and log in. Input your registration ID, then uncheck your current session and check your new preferred session. If your preferred session is full, see below.

If a Session is Full

Transfers frequently occur, often two weeks or less before a class, so if you still want to try to get into a session that is full you may wait list on the online registration service site. You will be notified by e-mail if a space opens up.

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