2010 - 2011 Courses

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PRE-RETIREMENT COUNSELING
MRT & ATC
3-Days

This 3-day program will address the special rules and provisions of the Military Reserve Technician and Air Traffic Controllers. CSRS and FERS employees will be given detailed information, including provisions and agency-self determination policies. CSRS courses are separate from FERS programs, or we can present in a special format if you wish to have both CSRS & FERS in the same program

Here is what we will cover in this 3-day class:

CSRS

Federal Benefits (CSRS)
National Guard (Title 32)
Retired Military-Military Reserve Technicians
MRT Early Retirement
MRT Special Disability Rules (RIFed or Out placed)
Health and Life Insurance
Survivor Benefits (Spouse) (Children)
ATC Special Guarantee Provisions (20-25 years)
Law Enforcement/Firefighter Issues
The offset Employee
Voluntary Contributions (CSRS)
Federal Tax Liabilities
Disability Retirement
Social Security (Medicare A & B)
Thrift Savings Plan (C-F-G-S-I Funds)
Practical Financial Planning
Estate Planning (Wills, Trusts, Probate)
Health Issues
Relocating/Time & Lifestyles
New Dental & Vision Plans

FERS

Federal Benefits (FERS)
Military Reserve Technicians
National Guard (Title 32)
Retired Military-Military Time
MRT Special Disablility Requirements
MRT Early-Out Provisions
MRT Early-Out Rules
ATC Special Provisions under FERS
ATC Special Retirement Supplement
ATC law Enforcement/Firefighter Issues
SRS Special Retirement Supplement
Deposit/Re-Deposit Service
Survivor Benefits
Federal Tax Liabilities
Social Security (Medicare A & B)
Post Retirement Issues
Variable Interest Rates
Health and Life Insurance
Thrift Savings Plan (C-F-G-S-I Funds)
Estate Planning (Wills, Trusts, Probate)
Relocating/Time & Lifestyles
Health Issues
New Dental & Vision Plans


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.

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Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 1 month prior to the start of the program.


This class is offered to on-site agency sponsored groups only.

$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.

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Click here to register today!