×
Phoenix TS

Early Career Retirement Planning

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

The Early Career Retirement Planning course extensively covers all aspects of Federal Retirement and benefits planning and provides valuable insight that reduces the complexity in retirement planning. After this course, employees will better understand the benefits package, requirements for retirement eligibility, creditable service, leave review, healthcare, life insurance benefits, annuity calculations,  and TSP benefits. The course will also focus heavily on the financial aspects of retirement and financial planning. This interactive course blends benefits education with practical tips on maximizing federal retirement benefits through activities and discussion.  At the completion of this course, participants will be able to:

  • Understand the key principles and steps involved in effective financial planning.
  • Identify and evaluate various retirement benefits and insurance programs available to federal employees.
  • Explain the role of Social Security in retirement planning and how benefits are calculated.
  • Gain a comprehensive understanding of Medicare, including coverage options and enrollment considerations.
  • Analyze the features and benefits of the Thrift Savings Plan (TSP) and how it supports long-term retirement savings.
  • Understand the structure and benefits of the Federal Employees’ Retirement System (FERS).
  • Explore savings and investment strategies to support financial goals and retirement readiness.
  • Recognize unique financial challenges and considerations for early career employees planning for retirement.

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: Medicare
Module 5: Thrift Savings Plan (TSP)
Module 6: FERS Employees’ Retirement System (FERS)
Module 7: Savings and Investing
Module 8: Early Career Retirement 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

Subscribe now

Get new class alerts, promotions, and blog posts

Phoenix TS needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at anytime. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, check out our Privacy Policy.

Download Course Brochure

Enter your information below to download this brochure!

Name