CSRS & FERS Pre-Retirement Planning (FF/LE/MRT)

FOUR-DAY

Target Audience:  FireFighters, Law Enforcement, MRT, FAA, and Human Resource employees, who wish to gain more information.

This course will emphasize 6-C special law enforcement and fire fighter issues. Students will learn how to prepare and afford their future retirement. Because Law Enforcement and FireFighters have a required date to retire or move on to a different position within the government, our discussion will include options for employees, who intend to stay on.

Discussion will include facts that will affect the rest of your life. Here is what we will cover in this 4-day class:

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

FEDERAL BENEFITS (CSRS) (FERS) TOPICS

Government Seminars, Ann Fagelson, Fers Retirment Seminars, CSRS retirment training
  • Law Enforcement & Firefighters (Issues of 6-C)
  • Disability or Death, Divorce, Survivor Benefits
  • The Offset Employee (CSRS)
  • Buy back Issues
  • Temporary Time
  • Deposit Service
  • Re-Deposit Service
  • Health & Life Insurance
  • Dental & vision Insurance
  • Military Retiree
  • Military Time
  • Survivor Benefits/Taxes
  • Voluntary Contributions (CSRS)
  • 93-638 (Indian Affairs)
  • Special Retirement Supplement (FERS)
  • Slide Presentations
  • Explanations
  • Retirement Forms
  • Do’s and don’ts
  • And much more

We will separate CSRS from FERS in a breakout room, while presenting each separate benefit system. We will not confuse anyone, when using our method of teaching.

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
  • Government Pension Offset (CSRS)
  • Windfall Elimination Provision (CSRS)
  • Medicare A, B, D

FILLING OUT RETIREMENT FORMS

THRIFT SAVINGS PLAN TOPICS

  • C-F-G-I-L-S Funds
  • Investment Options
  • Deposits/Withdrawals
  • Detailed discussion

ESTATE PLANNING TOPICS

  • Wills, Trusts, Probate, Medical Directives
  • Questions/Answers

TIME & LIFESTYLES TOPICS

  • Relocating/Refinancing
  • Time and Lifestyle Issues
  • Practicing Good Health Habits

$750 USD

Cost includes: Large workbook, extra materials, full training. Employee’s spouse/partner is invited to attend free of charge, based upon space availability. Spouse/partner will be expected to share the workbook and extra materials. If your spouse/partner wishes to have an individual workbook, the cost is $25. Free follow up emails, for attending students only, who might want to clarify any information heard in the class.

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

Agency on-site discounts: Discounts start when an agency requests a program at their agency’s site. Our discounts start, with a minimum of 30 or more employees, and not more than 100 employees total. Agency will be expected to provide a fully equipped conference room.

COURSE DATES AND LOCATIONS FY 2024

 

 

Date Location
March 12-15, 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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