Federal Benefits Consultants
— Serving Federal Government for over 20 years —

233 Julia Avenue, Mill Valley, CA 94941
Tel 415.381.8299 Fax 415.381.0551
info@carole-ellison.com

 

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Our Company

For over two decades, we have specialized in long-term client relationships while designing customized workshops to satisfy our clients' specific needs. Our team of federal benefits consultants are retired federal employees with extensive experience teaching federal benefits workshops. Our guest speakers are experts in the fields of health, financial, estate and life planning. We present the most current information available on each topic and provide handbooks for each participant. We also offer on-site and off-site one-on-one counseling.

Our Services

On-Site Workshops

FERS Benefits for New Employees
Thrift Savings Plan
Mid-Career Retirement Planning
Pre-Retirement Planning
Mid-Career Retirement Planning for Law Enforcement
Officers, Firefighters and Air Traffic Controllers
Pre-Retirement Planning for Law Enforcement Officers,
Firefighters and Air Traffic Controllers

All workshops can be customized to meet your agency's specific needs.

Off-Site Workshops

Pre-Retirement Planning

Limited to 30 participants to allow for individual attention.

On-Site/Off-Site Counseling

One-on-One Counseling—face to face, phone, fax or email

Custom Designed Materials

Up-to-date custom designed workbooks for each participant

On-Site Clients

Sacramento Army Depot
Sharpe Army Depot
Tracy Army Depot
Ogden Army Depot
Vallejo Naval Shipyard
McClellan Air Force Base
US Corps of Engineers
Social Security Administration
Environmental Protection Agency
Health and Human Services
US Forest Service
Bureau of Land Management
Department of Justice
Veterans Administration
Department of Labor

Testimonials

Our workshops are consistently praised for the completeness of the information provided and the relaxed manner in which they are presented. Here's what some of our participants have to say:

"I've been to other classes before but this was the best."

"My instructor explained everything clearly."

"The speakers all knew their subjects and had good 
examples and stories—lots of great information in a short time."

"Great materials—very well organized and clearly presented."

"This type of Federal Benefits class would be a good
orientation for new employees."

 

2003 Off-site Workshop Schedule

Pre-Retirement Planning Workshops are planned for: 

Sacramento
San Francisco
San Diego
Riverside
Fresno
Reno

On-site workshops and one-on-one counseling are available upon request.

For More Information:

Check out our links using the buttons on the left or contact us at:

Carole Ellison & Associates
223 Julia Avenue, Mill Valley, CA 94941

Phone 415.381.8299 Fax  415.381.0551
E-mail info@carole-ellison.com

© Carole Ellison  2003