Course Overview
This course will provide students with knowledge to:
- Make informed decisions about retirement
- Civil Service Retirement System (CSRS)
- Federal Employee Retirement System (FERS)
- How Social Security benefits are calculated?
- How health and life insurance benefits carry over into retirement
- Medicare and Thrift Savings Plan (TSP)
Schedule
Pre-Retirement Planning Training
date
location
4/05/21 - 4/06/21 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Guaranteed to run4/12/21 - 4/13/21 (2 days)
8:30AM - 4:30PM EST
Online
Guaranteed to run4/12/21 - 4/13/21 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Guaranteed to run6/07/21 - 6/08/21 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Guaranteed to run6/14/21 - 6/15/21 (2 days)
8:30AM - 4:30PM EST
Online
Guaranteed to run6/14/21 - 6/15/21 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Guaranteed to run8/09/21 - 8/10/21 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Guaranteed to run8/16/21 - 8/17/21 (2 days)
8:30AM - 4:30PM EST
Online
Guaranteed to run8/16/21 - 8/17/21 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Guaranteed to run10/04/21 - 10/05/21 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Guaranteed to run10/11/21 - 10/12/21 (2 days)
8:30AM - 4:30PM EST
Online
Guaranteed to run10/11/21 - 10/12/21 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Guaranteed to run12/06/21 - 12/07/21 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Guaranteed to run12/13/21 - 12/14/21 (2 days)
8:30AM - 4:30PM EST
Online
Guaranteed to run12/13/21 - 12/14/21 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Guaranteed to run![[image]](https://phoenixts.com/wp-content/themes/phoenixts-com/assets/images/temp/image-9@2x.jpg)
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Course Outline
Federal Employment Retirement Systems
- FERS Eligibility For Retirement
- FERS Computation of Annuity
- FERS Creditable Civilian Service
- FERS Creditable Military Service
- Retirement Deductions Never Withheld
- Making Payment to Get Credit for Service
- FERS Survivor and Disability Benefits
- FERS Annuity Supplement
- Refund of FERS Retirement Contribution
Thrift Savings Plan
- 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
- Taxes, Special Considerations and Death Benefits
Social Security
- Eligibility
- Estimate Your Benefits
- Applying
- Considerations
- Windfall Elimination Provision
- Survivor Benefits
- Working While Receiving Benefits
- Government Pension Offset
- Earnings Limitation
- Taxation
Civil Service Retirement System (CSRS)
- CSRS Eligibility for Retirement
- CSRS Computation of Annuity
- CSRS Creditable Civilian Service
- CSRS Creditable Military Service
- CSRS Survivor Benefits
- CSRS Disability
- Voluntary Contributions
- FERS Annuity Supplement
Retirement Benefits
- Federal Employees Health Benefits (FEHB)
- Federal Employees Dental and Vision Insurance Program
- Flexible Spending Account (FSA)
- Medicare
- Disability
- Survivor Benefits
- Federal Employee’s Group Life Insurance (FEGLI)
- Annual and Sick Leave
Making The Transition
- Creating Your Retirement Budget
- Selecting a Retirement Date
- Setting Retirement Goals
- Applying for Retirement
- Annuities
- Phased Retirement
- Finding Your Happiness in Retirement
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 Compund Interest
- Asset Allocation
- Diversification
- Dollar Cost Averaging
- Traditional IRA’s and Roth IRA’S
- Funding College Education
- Investment Options
- Alternative Investments
Managing Debt
- Revolving Versus Installment Debt
- Paying off Your Mortgage
- Reverse Mortgage
- Equity Lines of Credit
- Consolidating Credit Cards
- Credit Scores and Credit History
Your Action Plan
- Assess Your Spending
- Assess Your Debt
- Assess Your Retirement Income
- Compare Your Income and Expenses
- Envision Your Retirement
- Take Action on Your Retirement
Pre-Retirement Planning Training FAQs
This course is intended for Federal employees of the United States Government who are on track for retirement and are participating in their retirement plan.