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Education & Training
Also see our activities calendar, featuring Oregon FEB
and shared training opportunities, on our Calendar page.
Retirement and Estate Planning Seminars
Get a comprehensive explanation of federal retirement benefits from nationally recognized instructor Loretta Ellis, and in-depth information on estate planning from a local attorney with Dunn Carney Allen Higgins & Tongue, LLP. 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!
2012 Seminar Sessions
| Civil Service Retirement System (CSRS) | |
| February 22-23, 2012 |
OPEN |
| May 23-24, 2012 |
OPEN |
| August 14-15, 2012 |
OPEN |
| November 14-15, 2012 |
OPEN |
All CSRS will be held at: |
|
| Federal Employees Retirement System (FERS) | |
| March 6-7, 2012 * |
OPEN |
| June 13-14, 2012 ** |
OPEN |
| September 5-6, 2012 * |
OPEN |
| December 4-5, 2012 ** |
OPEN |
| * March and September session location: 619 SW 11th Ave., 1st Floor Boardroom Portland, OR 97205 ** June and December session location: 1120 SW Fifth Ave., 2nd Floor Room C Portland, OR 97204 |
|
Times: 
Day 1, 8:30 am
- 4:00 pm Day 2, 8:30 am - 12 noon (Check-in opens at 7:45 a.m.)
Costs: Federal Employees = $125 Non-Federal Spouses = $75
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.
Questions? Please contact Ron Johnson or Jeff Sargent at 503-326-3010 or ofebtraining@oregonfeb.us.
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: |
| Cancellations/Refunds |
| There
is a firm two week cancellation policy for all paid
courses. We cannot issue a refund within 14 calendar days of the
initial class date. Someone can substitute for a registration
or the registrant can transfer to another class if an opening is
available.
If a registrant does not attend a class, transfers cannot occur after the original session has started -- a registrant 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 takes place. To do so, go to the Registration Page and log in. You will be asked for your registration ID. You can then select to change to another session, as long as it is not full. |
| If a Session is Full |
| Cancellations do 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. |
