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Phoenix TS

Mid-Career Retirement Planning Training

Course Overview

Phoenix TS’ Mid-Career Retirement instructor-led course is designed for professionals wishing to improve their retirement outlook and develop a realistic retirement plan. This course will provide students with the knowledge to: 

  • Prepare a retirement readiness index and a financial plan based on their retirement income needs
  • Navigate through the tax-deferred Thrift-Savings Plan (TSP) retirement savings and investment account
  • Navigate  the Federal Employees Retirement System (FERS) defined benefit contributory account

Schedule

Mid-Career Retirement Planning Training

date
location
price
2/20/23 - 2/21/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
2/20/23 - 2/21/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
3/07/23 - 3/08/23 (2 days)

8:00AM - 5:00PM PST

Online (Pacific Time)
Sold Out
$1,295
3/08/23 - 3/09/23 (2 days)

8:30AM - 4:00PM EST

Chambersburg, PA
Sold Out
$1,295
3/13/23 - 3/14/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
3/20/23 - 3/21/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
3/20/23 - 3/21/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
3/21/23 - 3/22/23 (2 days)

8:00AM - 5:00PM EST

Online
Sold Out
$1,295
3/30/23 - 3/31/23 (2 days)

8:00AM - 4:00PM MT

Online
Sold Out
$1,295
4/10/23 - 4/11/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
4/11/23 - 4/12/23 (2 days)

8:00AM - 5:00PM EST

Online
Sold Out
$1,295
4/17/23 - 4/18/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
4/17/23 - 4/18/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
5/02/23 - 5/03/23 (2 days)

8:00AM - 5:00PM CST

Online (Central)
Sold Out
$1,295
5/08/23 - 5/09/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
5/15/23 - 5/16/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
5/15/23 - 5/16/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
5/24/23 - 5/25/23 (2 days)

8:00AM - 5:00PM PST

Online (Pacific Time)
Sold Out
$1,295
6/12/23 - 6/13/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
6/19/23 - 6/20/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
6/19/23 - 6/20/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
6/27/23 - 6/28/23 (2 days)

8:00AM - 5:00PM EST

Online
Sold Out
$1,295
7/10/23 - 7/11/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
7/17/23 - 7/18/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
7/17/23 - 7/18/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
7/25/23 - 7/26/23 (2 days)

8:00AM - 5:00PM CT

Online (Central)
Sold Out
$1,295
8/14/23 - 8/15/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
8/21/23 - 8/22/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
8/21/23 - 8/22/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
8/22/23 - 8/23/23 (2 days)

8:00AM - 5:00PM CT

Online
Sold Out
$1,295
9/11/23 - 9/12/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
9/12/23 - 9/13/23 (2 days)

8:00AM - 5:00PM EST

Online
Sold Out
$1,295
9/18/23 - 9/19/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
9/18/23 - 9/19/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
10/16/23 - 10/17/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
10/23/23 - 10/24/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
10/23/23 - 10/24/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
11/13/23 - 11/14/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
11/20/23 - 11/21/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
11/20/23 - 11/21/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
12/11/23 - 12/12/23 (2 days)

8:30AM - 4:30PM EST

Tysons Corner, VA
Open
$1,295
12/18/23 - 12/19/23 (2 days)

8:30AM - 4:30PM EST

Online
Open
$1,295
12/18/23 - 12/19/23 (2 days)

8:30AM - 4:30PM EST

Columbia, MD
Open
$1,295
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Course Outline

Federal Employees Retirement Systems (FERS)

  • FERS Eligibility for Retirement
  • FERS Computation of Annuity 
  • FERS Creditable Civilian Service
  • Retirement Deductions Never Withheld
  • Making Payment to Get Credit for Service
  • FERS Survivor Benefits
  • FERS Disability Benefits 
  • FERS Annuity Supplement
  • Refund of FERS Retirement Contributions 

Thrift Savings Plan (TSP)

  • Overview 
  • TSP and Your Retirement Package
  • Benefits of Participating 
  • Earnings Potential of Your TSP Account 
  • Eligibility 
  • Rehired Employees 
  • Investing Your TSP Account Contributions 
  • TSP Funds Overview 
  • Life Annuities 
  • Making or Changing Your Contribution Allocation
  • Borrowing from your TSP 
  • In- Service Withdrawal 
  • Additional Info for Service Members 
  • Taxes
  • Special Considerations 
  • Death Benefits 

Social Security 

  • Overview
  • Eligibility 
  • Estimate Your Benefits 
  • Applying 
  • Considerations 
  • Windfall Elimination Provision 
  • Survivors Benefits 
  • Working While Receiving Benefits
  • Government Pension Offset
  • Earnings Limitation
  • Taxation 

Retirement Benefits 

  • Federal Employees Health Benefits (FEHB)
  • Federal Employees Dental and Vision Insurance Program 
  • Flexible Spending Account (FSA)
  • Medicare 
  • Disability 
  • Survivor Benefits 
  • Federal Employees’ Group Life Insurance (FEGLI)
  • Federal Long Term Care Insurance (FLTCIP) 
  • Annual and Sick Leave 
  • Resources 

Making the Transition

  • Creating Your Retirement Budget
  • Selecting a Retirement Date
  • Applying for Retirement 
  • Annuities
  • Phased Retirement 
  • Finding Your Happiness in Retirement 

Financial Planning 

  • Financial Planning Overview 
  • Hiring a Financial Planner 
  • Employee Assistance Program (EAP)
  • Estate Planning 
  • Wills 
  • Trusts
  • Life Insurance 
  • Tax Planning 

Investing and Saving 

  • The Rule of 72 
  • The Power of Compound Interest 
  • Asset Allocation 
  • Diversification
  • Dollar Cost Averaging 
  • Traditional IRA’s and Roth IRA’s
  • Funding College Education 
  • Investment Options 
  • Alternative Investments 
  • Tips and Tricks for Saving 
  • Short Term and Long Term Savings 

Managing Debt

  • Revolving Versus Installment Debt
  • Paying Off Your Mortgage
  • Reverse Mortgages
  • Equity Lines of Credit
  • Consolidating Credit Cards
  • Credit Scores and Credit History

Your Action Plan 

  • Assess Your Retirement 
  • Assess Your Spending 
  • Assess Your Debt 
  • Compare Your Income and Expenses 
  • Envision Your Retirement 
  • Take Action on Your Retirement 
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