CSRS Pre-Retirement Planning

THREE-DAY

Target Audience: CSRS employees close to retirement.

This CSRS training will benefit close to retirement employees. We will let you know the best dates to retire, and how to go through the entire process. Understanding your benefits and planning is an essential key to a worry-free retirement.

Discussion will include facts that will affect the rest of your life.

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

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

CSRS TOPICS

Understanding Your Benefits
Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training
  • Retirement Eligibility
  • Factors Affecting Annuity Computation
  • Sick Leave/Annual Leave
  • Military Time/Retired Military
  • Deposit/Redeposit Service
  • Computation Examples
  • Federal Tax Liabilities
  • Survivor Benefits, Spouse, Children, Ex-Spouse
  • Special Rules for Law Enforcement, Firefighters, MRT (If Applicable)
  • The CSRS Offset Employee
  • Health Insurance Benefits
  • Medicare Parts A, B & D
  • Federal Long Term Insurance
  • Life Insurance (FEGLI)
  • Dental and Vision Insurance
  • Voluntary Contributions
  • Indian Affairs 93-638 (When Applicable)
  • Federal Tax Liabilities

SOCIAL SECURITY TOPICS

  • Complete Explanation
  • How it Affects a CSRS employee
  • The Offset Employee
  • Windfall Elimination Provision
  • Government Pension Offset
  • Taxation

ESTATE PLANNING TOPICS

  • Wills, Trusts, Probate, Medical Directive

THRIFT SAVINGS PLAN TOPICS

  • C-F-G-I-L-S Plans (Full Discussion)
  • Withdrawal Options
  • Financial Planning
  • Asset, Tax, Money Matters

TIME & LIFESTYLES TOPICS

  • Relocating/Refinancing
  • Time & Lifestyles
  • Maintaining Good Health

$600 USD*

Per Employee

*$625 Effective 2019

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.  If you wish to purchase an extra workbook for your guest spouse, the cost is $25 payable ahead of time.

Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.

Ask about our Agency On-Site Course Discounts

COURSE DATES AND LOCATIONS FY 2019

 

 

Dates Location
May 29, 30, 31, 2019 San Diego, CA
December 3, 4, 5, 2019 San Diego, CA

 

If you wish to attend one of our 3-day FERS classes, we can include you in a special way that will not confuse.

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.