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CSRS Pre-Retirement Planning

Three-Days

This CSRS training will benefit close to retirement employees. We will let you know the best dates to retire, and how to go through the entire process. Understanding your benefits and planning is an essential key to a worry-free retirement

Discussion will include facts that will affect the rest of your life.  Here is what we will cover in this 3-day class:

UNDERSTANDING YOUR BENEFITS  (CSRS)

  • Retirement Eligibility
  • Factors Affecting Annuity Computation
  • Sick Leave/Annual Leave
  • Military Time/Retired Military
  • Deposit/Redeposit Service
  • Computation Examples
  • Federal Tax Liabilities
  • Survivor Benefits, Spouse, Children, Ex-Spouse
  • Special Rules for Law Enforcement, Firefighters, MRT (If Applicable)
  • The CSRS Offset Employee
  • Health Insurance Benefits
  • Medicare Parts A, B & D
  • Federal Long Term Insurance
  • Life Insurance (FEGLI)
  • Dental and Vision Insurance
  • Voluntary Contributions
  • Indian Affairs 93-638 (When Applicable)
  • Federal Tax Liabilities

SOCIAL SECURITY

  • Complete Explanation
  • How it Affects a CSRS employee
  • The Offset Employee
  • Windfall Elimination Provision
  • Government Pension Offset
  • Taxation

THRIFT SAVINGS PLAN

  • C-F-G-I-L-S Plans (Full Discussion)
  • Withdrawal Options
  • Financial Planning
  • Asset, Tax, Money Matters

ESTATE PLANNING

  • Wills, Trusts, Probate, Medical Directive

TIME & LIFESTYLES

  • Relocating/Refinancing
  • Time & Lifestyles
  • Maintaining Good Health

 $600 per employee

Cost includes: Large workbook, extra materials, full training. Accompanying employee’s spouse is free, based upon space availability. Guest spouse will be expected to share the workbook.  If you wish to purchase an extra workbook for your guest spouse, the cost is $25 payable ahead of time.

Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.

Ask about our Agency On-Site Course Discounts

Airline Tickets

Please do not buy airline tickets until the course is confirmed. Students are responsible for their own airline tickets and hotel reservations. They are not included in the cost.

Confirmations

When we confirm the course, information about the training site, hotels, and driving directions will be sent to you, approximately 1 month prior to the start of the seminar.

Course Dates and Locations FY 2018


DATE

LOCATION
Remaining Classes 2017 Cost:  $595 (2017)
December 5, 6, 7, 2017 San Diego, CA
 
 
 
 
 
 
 
 

REGISTER FOR THIS COURSE