CSRS Pre-Retirement Planning

TWO-DAY (This class is available for Agency sponsored seminars, only.)

Target Audience: Employees close to retirement.

This two-day seminar will address issues important to your future retirement planning. Once you have retired and signed the papers, there is no going back to correct any benefits’ mistakes you may have made, prior to your retirement. We are here to help you sort this out.

Here is what we will cover in this 2-day class:

Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training

CSRS TOPICS

Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training
  • Federal Benefits
  • Complete Discussion
  • Retirement Eligibility
  • Factors Affecting the Annuity Computations
  • Example of High-Three
  • Creditable Service
  • Deposit/Re-deposit
  • Health/Life Insurance
  • Dental/Vision Insurance
  • Prescription Drug Coverage
  • FEDVIP
  • Windfall Elimination Provision
  • Long-Term Insurance
  • Survivor Benefits (Current spouse, former spouse, court awarded, insurable interest, children)
  • Cost of Living Adjustment
  • Variable Interest Rates
  • Voluntary Contributions
  • Post 56 Military Service
  • Military Time
  • Retired Military Time
  • The Offset Employee
  • Federal Tax Liability
  • Medicare A, B, D
  • Indian Affairs (98-638) When Applicable

SOCIAL SECURITY TOPICS

  • Major Provisions of Social Security
  • Qualifying
  • Cost to You
  • Figuring the Retirement Benefit
  • Computing the Benefit
  • Delayed Retirement Credit
  • Increase in Full Retirement Age
  • Earnings Limitations
  • Special Rule
  • Auxiliary Benefits
  • Survivor Benefits (Spouse, Children)
  • Disability Benefits
  • SSI

THRIFT SAVINGS PLAN TOPICS

  • Index Funds
  • C-F-G-I-L-S Funds
  • Rates of Return
  • Deposits
  • Withdrawals
  • Taxes

FINANCIAL PLANNING TOPICS

  • Roth IRA
  • TSP Roth
  • Mutual Funds/Bonds
  • Asset Tax, Money Considerations

$525 USD

Per Employee

Cost includes: (On-Site Training, only) All expenses, full 2-day training, Per Diem, travel, lodgings, large workbook, extra materials, shipping of materials, free follow-up emails, to clarify information heard in the class. Accompanying spouse is free, based upon space availability. Guest spouse will be expected to share the workbook and extra materials, with their student spouse.
Register early.

AGENCY SPONSORED ON-SITE PROGRAMS.

If you wish to book this or another program with us, please contact us early. Our dates fill fast.

COURSE DATES AND LOCATIONS FY 2018

Date

On site programs only with 30 or more employees minimum.

Location

We will come to your location.

We never allow the selling of any outside services. We are not Insurance sales people, Financial Planners, nor do we sell anything except our seminars. We are Educators, who are there to give you up-to-date information, about your Federal Benefits. We sincerely want you to have a happy, healthy and prosperous retirement. We provide the tools.

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Get in touch with us today about your Government Seminar needs.