FERS Pre-Retirement Planning

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

Target Audience:  Employees new to the Government, Mid-Career and 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

FERS TOPICS

Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training
  • Eligibility Factors Affecting Computation
  • Examples
  • FERS Special Retirement Supplement (SRS)
  • Catch 62/Post 56 Military Service
  • Computing the Cost of Making a Deposit
  • Deposit/Redeposit Service
  • Alternative Forms of Annuities
  • Computing Taxable Portions
  • Survivor Benefits
  • Survivor Benefits (Children)
  • COLAS
  • Variable Interest Rates
  • Health Benefits
  • Life Insurance
  • Disability Retirement
  • Dental & Vision Insurance
  • Law Enforcement (Issues of 6-C) (when applicable)
  • Military Time (when applicable)
  • Military Retirement (when applicable)

SOCIAL SECURITY (FERS) TOPICS

  • Major Provisions of PL 98-21
  • Qualifying
  • Retirement Age Increase
  • Auxiliary Benefits
  • Survivor Benefits
  • SS Disability
  • How to Apply
  • Earnings Limitations
  • Taxation
  • Full discussion

THRIFT SAVINGS PLAN TOPICS

  • The Funds
  • C-F-G-I-L-S
  • Contributions
  • Withdrawals
  • Complete Discussion
  • FINANCIAL PLANNING
  • Asset, Tax, Money Matters

$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.

Agencies: If you wish to bring a two-day class to your agency site, we will be happy to give you a proposal based on 30 or more employees. Our on site discounts start with 30 and not more than 100 employees attending. Agency would be expected to provide the conference room.

COURSE DATES AND LOCATIONS FY 2018

This two-day FERS course is offered to agencies, with a minimum number of 30 employees and a maximum number of 100 employees. Schedule early, 2018 is filling fast.

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.

LOOKING FOR MORE INFORMATION?

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