Clarify Your Benefits So You Can Retire

We provide exclusive FERS and CSRS Retirement Training for Federal employees at their worksite.
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"Being retired can be absolutely wonderful, but getting there shouldn't be this tough!" -Kelly Monroe

How Project Prepare2Retire Works

How Adults Learn

There’s a challenge we face as adult learners because 65% of us are naturally visual learners—the remaining 35% fall into the hands on/practical and verbal learning categories.

This causes a big mismatch because retirement trainings are mostly taught verbally—sorry, PowerPoint slides don’t count as visual. It’s an uphill battle to learn.

There’s a better way—one we’ve been using for years to simplify Federal benefits. The P2R Method™ uses simple drawings, case studies and practice worksheets to turn abstract concepts into helpful concrete retirement lessons designed just for FERS and CSRS employees.

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The Framework

The Project Prepare2Retire Curriculum™ is a 3-step framework to teach FERS and CSRS employees how they can clarify their options, maximize their benefits and set up retirement.  The learning modules include:

  • FERS | CSRS Pension | Special Provisions
  • Social Security
  • TSP | Roth TSP
  • Voluntary Contribution Account (CSRS Only)
  • FEHB | Medicare Coordination | FEDVIP | FSA
  • FEGLI Life Insurance
  • FEDLTCi Long Term Care Insurance
  • Financial Literacy and Retirement Planning

Customized training is available.

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Courses Offered

The Project Prepare2Retire Curriculum™ offers the following courses:

  • HALF DAY: Overview of FERS or CSRS Retirement Benefits (early career to mid career)
  • FULL DAY: Comprehensive training on FERS or CSRS Retirement Benefits (early, mid or late career)
  • 2 FULL DAYS: Advanced financial literacy and retirement planning training on FERS or CSRS Benefits (mid to late career)

Customized training is available for career stages and/or Special Provision employees. However, the Project Prepare2Retire Curriculum™ can successfully be adapted for a multi-stage career audience.

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What Makes Project Prepare2Retire Different?

When it comes to knowing what to do to retire, many employees find it so hard to grasp the Federal benefits they don’t know where to start.  Project Prepare2Retire™ helps employees understand what their options are so that they can get their retirement set up in such a way to feel in control.

We know how frustrating it is for employees to feel confused about their options and have helped thousands of early, mid and late career employees clarify their Federal benefits.  And when your employees clarify their benefits, the path to retirement gets more simple and they can focus on the right benefits.  Finally, they can begin feeling like their retirement is ‘working for them’—instead of the other way around.

This Worksite Course is taught by Kelly Monroe, creator of the Project Prepare2Retire™ Curriculum.  Kelly has studied Federal retirement benefits for over a decade and is well-versed in each system.  She’s a licensed financial planner and has consulted with over 2,300 Federal employees to help them clarify their retirement planning. The Project Prepare2Retire™ Curriculum was created to help her turn abstract concepts into concrete lessons for her own private clients and the process resulted in a simple way to teach retirement planning.

Since then she’s gone on to train thousands of employees at various Federal agencies.  Many of Kelly’s students have been able to completely set up their retirement after learning the framework. A good retirement is built upon clarity and away from confusion. 

If a person is confused about what to do next, they’ll probably get stuck and end up with regrets.  Once your employees clarify their options, they’ll be able to set up their retirement, stay focused on the right benefits, and have that sense of direction that only a clear understanding can bring.  Federal employees who clarify their benefits are better prepared in retirement. Schedule a phone appointment to talk about your employees’ learning needs today. Why?  Because your employees may not know how to use the 7 FERS benefits to set up a good retirement until they have clarity.

PROJECT Prepare2Retire is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. NAICS Code: 611710 Educational Support Services. Woman-owned, small business.

PROJECT Prepare2Retire and FERS Blueprint are not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. PROJECT Prepare2Retire and FERS Blueprint are educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).