Due to Covid-19 safety restrictions PhoenixTS will temporarily be unable to provide food to our students who attend class at our Training Center; however, our Break Areas are currently open where students will find a constant supply of Coffee, Tea and Water. Students may bring their own lunch and snacks to eat in our breakrooms or at their seat in the classroom or eat out at one of the many nearby restaurants.
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
5/24/22 - 5/25/22 (2 days)
8:00AM - 5:00PM CST
Online (Central)
Sold Out
$1,295
6/07/22 - 6/08/22 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
6/07/22 - 6/08/22 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
6/07/22 - 6/08/22 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
6/08/22 - 6/09/22 (2 days)
7:00AM - 3:00PM EST
Online
Sold Out
$1,295
6/14/22 - 6/15/22 (2 days)
8:30AM - 4:00PM EST
Columbia, MD
Sold Out
$1,295
6/14/22 - 6/15/22 (2 days)
8:00AM - 5:00PM EST
Online
Sold Out
$1,295
7/06/22 - 7/07/22 (2 days)
8:00AM - 5:00PM PST
Online (Pacific Time)
Sold Out
$1,295
7/26/22 - 7/27/22 (2 days)
8:00AM - 5:00PM EST
Online
Sold Out
$1,295
8/02/22 - 8/03/22 (2 days)
10:00AM - 6:00PM EST
Online
Sold Out
$1,295
8/03/22 - 8/04/22 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
8/03/22 - 8/04/22 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
8/03/22 - 8/04/22 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
8/16/22 - 8/17/22 (2 days)
8:00AM - 5:00PM CST
Online (Central)
Sold Out
$1,295
9/13/22 - 9/14/22 (2 days)
8:00AM - 5:00PM EDT
Online
Sold Out
$1,295
9/27/22 - 9/28/22 (2 days)
8:00AM - 5:00PM CDT
Online (Central)
Sold Out
$1,295
10/04/22 - 10/05/22 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
10/04/22 - 10/05/22 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
10/04/22 - 10/05/22 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
12/07/22 - 12/08/22 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
12/07/22 - 12/08/22 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
12/07/22 - 12/08/22 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
1/04/23 - 1/05/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
1/11/23 - 1/12/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
1/11/23 - 1/12/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
2/01/23 - 2/02/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
2/08/23 - 2/09/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
2/08/23 - 2/09/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
3/01/23 - 3/02/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
3/08/23 - 3/09/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
3/08/23 - 3/09/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
4/05/23 - 4/06/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
4/12/23 - 4/13/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
4/12/23 - 4/13/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
5/03/23 - 5/04/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
5/10/23 - 5/11/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
5/10/23 - 5/11/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
6/07/23 - 6/08/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
6/14/23 - 6/15/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
6/14/23 - 6/15/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
7/05/23 - 7/06/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
7/12/23 - 7/13/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
7/12/23 - 7/13/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
8/02/23 - 8/03/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
8/09/23 - 8/10/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
8/09/23 - 8/10/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
9/06/23 - 9/07/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
9/13/23 - 9/14/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
9/13/23 - 9/14/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
10/04/23 - 10/05/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
10/11/23 - 10/12/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
10/11/23 - 10/12/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
11/13/23 - 11/14/23 (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
Online
Open
$1,295
12/06/23 - 12/07/23 (2 days)
8:30AM - 4:30PM EST
Tysons Corner, VA
Open
$1,295
12/13/23 - 12/14/23 (2 days)
8:30AM - 4:30PM EST
Columbia, MD
Open
$1,295
12/13/23 - 12/14/23 (2 days)
8:30AM - 4:30PM EST
Online
Open
$1,295
Not seeing a good fit?
Let us know. Our team of instructional designers, curriculum developers, and subject matter experts can create a custom course for you.
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
Who should attend this training?
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.
Due to Covid-19 safety restrictions PhoenixTS will temporarily be unable to provide food to our students who attend class at our Training Center; however, our Break Areas are currently open where students will find a constant supply of Coffee, Tea and Water. Students may bring their own lunch and snacks to eat in our breakrooms or at their seat in the classroom or eat out at one of the many nearby restaurants.
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