FERS Pre-Retirement Planning

THREE-DAY

Target Audience: New to the government, Mid-Career and Close to Retirement.

This important 3-Day Pre-Retirement Planning FERS course is designed for all FERS employees. We will provide students, with a clear understanding of their FERS benefits system.  It will detail FERS benefits, Social Security, Thrift Savings Plan, Health & Life Insurance, Financial and Estate planning. We will explain how all the above information blends together, to help you and your family have a rewarding and well thought out planned retirement.

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

FEDERAL BENEFITS (FERS) TOPICS

Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training
  • 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 (When applicable)
  • Firefighters (When Applicable)
  • Military Reserve Technicians (Title 32) (When Applicable)
  • Health Insurance
  • Life Insurance
  • Dental & Vision Insurance
  • Post Retirement Issues
  • Medicare A, B & D
  • Special Retirement Supplement (SRS)

SOCIAL SECURITY (FERS) TOPICS

  • Complete Overview
  • Qualifying for Social Security
  • SS Disability
  • How to Apply
  • Retirement Age Increase
  • Earnings Limitations
  • Auxiliary Benefits
  • Survivor Benefits
  • Taxation

PRACTICAL FINANCIAL PLANNING TOPICS

  • Asset, Tax, Money Considerations

THRIFT SAVINGS PLAN TOPICS

  • Complete Discussion on TSP
  • The Funds
  • C-F-G-I-L-S Funds
  • Deposits/Withdrawals

ESTATE PLANNING TOPICS

  • Wills, Trusts, Probate, Medical Directives

TIME & LIFESTYLES TOPICS

  • Relocating/Refinancing
  • Practicing Good Health
  • Things to do with all that Time

A Successful Retirement Involves Planning.
We Provide the Tools.

$650 USD*

Per Employee

Cost includes: Full training, large workbook, extra materials.  Accompanying employee’s Spouse/Partner is free, based upon space availability.  Your Spouse/Partner will be expected to share the workbook, and needs to be pre-registered for the class. If you wish to purchase a workbook, for your  spouse/Partner, the cost will be $25.

Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 4 weeks prior to the start of the program.

Agency On-site Programs:  Call us about agency sponsored course discounts, for 30 or more employees at your location.  Phone: (619) 697-1334.  email:  info@governmentseminars.com. Please reserve your programs early.

COURSE DATES AND LOCATIONS FY 2024
Date Location
May 7-9, 2024 San Diego, CA
June 4-6, 2024 Boise, ID
July 16-18, 2024 Portland, OR
September 17-19, 2024 Reno, NV
REGISTER FOR THIS COURSE

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.

CALL 619.697.1334
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