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CSRS & FERS PRE-RETIREMENT PLANNING LE/FF

Four-Days 

This course will emphasize 6-C special law enforcement and fire fighter issues. Students will learn how to prepare and afford their future retirement. Because Law Enforcement and FireFighters have a required date to retire or move on to a different position within the government, our discussion will include options for employees, who intend to stay on.

Target Audience:  Entry Level, Mid-Career and Close to Retirement Employees, and HRO Personnel, who may want to update their information. 

Discussion will include facts that will affect the rest of your life. Here is what we will cover in this 4-day class:

FEDERAL BENEFITS (CSRS) (FERS)

  • Law Enforcement & Firefighters (Issues of 6-C)
  • Disability or Death, Divorce, Survivor Benefits
  • The Offset Employee (CSRS)
  • Buy back Issues
  • Temporary Time
  • Deposit Service
  • Re-Deposit Service
  • Health & Life Insurance
  • Dental & vision Insurance
  • Military Retiree
  • Military Time
  • Survivor Benefits/Taxes
  • Voluntary Contributions (CSRS)
  • 93-638 (Indian Affairs)
  • Special Retirement Supplement (FERS)
  • Slide Presentations
  • Explanations
  • Retirement Forms
  • Do’s and don’ts
  • And much more

We will separate CSRS from FERS in a breakout room, while presenting each separate benefit system. We will not confuse anyone, when using our method of teaching.

SOCIAL SECURITY

  • Major Provisions of PL 98-21
  • Qualifying
  • Retirement Age Increase
  • Auxiliary Benefits
  • Survivor Benefits
  • SS Disability
  • How to Apply
  • Earnings Limitations
  • Taxation
  • Government Pension Offset (CSRS)
  • Windfall Elimination Provision (CSRS)
  • Medicare A, B, D

THRIFT SAVINGS PLAN

  • C-F-G-I-L-S Funds
  • Investment Options
  • Deposits/Withdrawals
  • Detailed discussion

ESTATE PLANNING

  • Wills, Trusts, Probate, Medical Directives
  • Questions/Answers
  • TIME & LIFESTYLES
  • Relocating/Refinancing
  • Time and Lifestyle Issues
  • Practicing Good Health Habits

Filling out of Retirement Forms.

Open Enrollment Classes

$700 per employee 4-Days

Cost includes: Large workbook, extra materials, full training. Employee’s spouse/partner is invited to attend free of charge, based upon space availability. Guest spouse/partner will be expected to share the workbook and extra materials. If your guest spouse/partner wishes to have an individual workbook, the cost is $25Free follow up emails, for attending students only, who might want to clarify any information heard in the class.

Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 1 month prior to the start of the program.

Agency on-site discounts:  Discounts start when an agency requests a program at their agency’s site.  Our discounts start, with a minimum of 30 or more employees, and not more than 100 employees total.  Agency will be expected to provide a  fully equipped conference room.

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
Confirmations or regrets will go out approximately 1 month prior to the start of the classes. The confirmation will have dates, starting times, location address, seminar room, directions, surrounding hotels.

Course Dates and Locations FY 2017 – 2018

REGISTER FOR THIS COURSE

September 12-15, 2017                                                    Reno, NV

October 10-13, 2017                                                          McCall, ID

November 13-16, 2017                                                      Albuquerque, NM

January 22-25, 2018                                                         Redding, CA

April 17-20, 2018                                                               Reno, NV