Planning, Inc., a small SDVOSB training company, seeks Subject Matter Experts with a background in federal retirement benefits to work with us in presenting our training programs to federal government agencies.

As a Subject Matter Expert, you will bring your years of experience and know-how to training sessions with our clients both in the Washington, DC metro area and across the country. Expected areas of expertise include FERS/TransFERS, CSRS/CSRS Offset, Social Security, Medicare, and FEHB and FEGLI, as well as other insurance programs.

Required Skills and Knowledge:

• 10 Years of Experience
• Demonstrated experience and ability to present course materials in an effective and engaging manner for classes of any size
• Committed to learning and keeping up-to-date with any changes and updates to federal benefits programs
• Ability to provide information in a virtual or in person environment

Planning, Inc., a small SDVOSB training company, seeks Subject Matter Experts with a background in Estate Planning to work with us in presenting our training programs to federal government agencies.

You will bring your years of experience to retirement seminars for our clients in the Washington, DC metro area and across the country. Expected areas of expertise include Tax & Estate Planning in coordination with Federal Government Retirement Plans FERS /CSRS, FEGLI, Federal Health Plans, Power of Attorney, Advance Medical Directives, Revocable and Irrevocable Trusts, Wills, Thrift Savings Plan, Tax Issues, Medicare, as well as other areas.

Required Skills and Knowledge:

• 5 years of prior experience as an Estate Planning Attorney
• Demonstrated experience and ability to present course materials in an effective and engaging manner for classes of any size
• Ability to provide information in a virtual or in person environment
• Committed to learning and keeping up-to-date with any changes and updates to Estate Planning