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Phoenix TS

Retirement, Benefits, and Financial Planning Seminar for CSRS Employees

BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!

Course Overview

This 2-day instructor-led course is designed to give CSRS employees an in-depth understanding of the federal retirement system and what CSRS employees should expect between now and retirement. This course will provide employees with an in-depth knowledge of retirement annuity and tax-planning and health care strategies in retirement. Understanding how their benefits work in retirement allows employees to begin preparing for their future and making informed decisions. At the completion of this course, participants will be able to understand:

  • Civil Service Retirement System Benefits
  • Retirement types and eligibility
  • Decisions that need to be made at retirement
  • Estimating retirement annuit
  • The retirement benefits including Social Security, Long-term care insurance, Thrift Savings Plan, Dental and Vision Insurance, Survivor Benefits, FEGLI, FEHB, TSP, LTC, etc.),
  • Steps to enhance financial comfort and financial planning
  • Estate planning considerations
  • Tax and Legal Issues

Schedule

Currently, there are no public classes scheduled. Please contact a Phoenix TS Training Consultant to discuss hosting a private class at 301-258-8200.

Course Outline

Module 1: Financial Planning​

Module 2: Social Security

Module 3: Your Retirement Benefits and Insurance Programs

Module 4: Medicare​

Module 5: Thrift Savings Plan (TSP) ​

Module 6: Civil Employee Eligibility and Benefits Calculator

Module 7: Challenges

Module 8: Steps to Financial Security

BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!

Phoenix TS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints re-garding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

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