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PRE-RETIREMENT COUNSELING
FERS
3-Days
This 3-Day course is designed for all FERS' Employees, including those new to the government and those close to retirement. It will provide a better understanding of employee benefits, Social Security, health issues, practical financial and estate planning. This program is important for all FERS employees.
Discussion will include facts that will affect the rest of your life. Here is what we will cover in this 3-day class:
Federal Benefits (FERS)
Eligibility
Factors Affecting Annuity Computation
Computation Examples
The SRS
Retired Military/Military Time
Survivor Benefits
Variable Interest Rates
Federal Tax Liabilities
Law Enforcement
Issues of 6-C
Firefighters
Military Reserve Technicians (Title 32)
Health Insurance
Life Insurance
Dental & Vision Insurance
Post Retirement Issues
Social Security (Complete Overview)
Medicare A, B & D
Qualifying for Social Security
New Law Changes
Thrift Savings Pl
Practical Financial Planning
Asset, Tax Money Issues
Estate Planning
Wills, Trusts, Probate
Relocating
Time and Lifestyles "A Successful Retirement Involves Planning.
We Provide the Tools."
Open Enrollment Classes
$500 per employee 3-Days
Cost includes: Large workbook, extra materials, full training. Accompanying employee's spouse is free, based upon space availability. Guest spouse will be expected to share the workbook.
Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.
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Agency On-Site Course Discounts
$11,000 Group Rate |
3-Days |
1 to 30 employees, base rate |
$11,000 ($384 per employee) |
31 to 50 employees, additional |
$359 per employee, after the base rate. |
51 to 75 employees, additional |
$334 per employee, after the $359 rate. |
76 to 100 employees, additional |
$309 per employee, after the $334 rate. |
Per Diem and travel are extra.
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Airline Tickets
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Please do not buy airline tickets until the course is confirmed. Students are responsible for
their own airline tickets and hotel reservations. They are not included in the cost.
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Confirmations
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When we confirm the course, information about the training site, hotels, and driving directions
will be sent to you, approximately 1 month prior to the start of the seminar.
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 Course Dates and Locations 2010-2011
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DATE
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LOCATION
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June 21-23, 2010 |
San Diego |
July 12-14, 2010 |
Albuquerque |
July 20-22, 2010 |
Aberdeen, SD |
August 25-27, 2010 |
Portland, OR |
September 14-16, 2010 |
San Diego |
October 5 - 7, 2010 |
San Francisco |
October 13-15, 2010 |
Las Vegas |
January 25-27, 2011 |
San Diego |
March 8-10, 2011 |
Law Enforcement/FF San Diego |
May 11, 13, 2011 |
Honolulu |
May 25-27, 2011 |
San Diego |
June 22-24, 2011 |
Charleston, SC |
August 24-26, 2011 |
Portland, OR |
September 13-15, 2011 |
San Francisco |
Click here to register today!
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