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 two day instructor-led course is designed for mid-career employees seeking to enhance their retirement outlook and develop a realistic retirement plan. The course provides a comprehensive understanding of how federal benefits contribute to meeting retirement goals. Participants will learn to create a retirement readiness index and develop a financial plan tailored to their retirement income needs. At the completion of this course, participants will be able to:
- Understand what financial planning involves and its key components
- Identify federal employee benefits and determine which support your financial goals
- Assess risk tolerance for building wealth
- Calculate Social Security benefits and potential earnings based on timing
- Understand annuity benefits, eligibility, and how they are calculated
- Learn how retirement options affect you and your survivors
- Incorporate FERS benefits into your overall retirement plan
- Determine Medicare eligibility and understand available coverage options
- Enroll in Medicare during the initial enrollment period
- Prepare a retirement readiness index and financial plan based on income needs
- Understand the Thrift Savings Plan (TSP) and contribution strategies
- Evaluate withdrawal methods to meet retirement goals
- Optimize contributions to TSP and FERS accounts for long-term growth
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: Retirement Benefits and Insurance Programs
Module 3: Social Security
Module 4: Federal Employees Retirement Systems (FERS)
Module 5: Medicare
Module 6: Thrift Savings Plan (TSP)
Module 7: Investing and Saving
Module 8: Mid-Career Financial Challenges
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
