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PRE-RETIREMENT COUNSELING
CSRS
3-Days
This CSRS training will benefit those 0 to 10 years from retirement. The essential key to a worry-free retirement is planning.
Discussion will include facts that will affect the rest of your life. Here is what we will cover in this 3-day class:
Federal Benefits (CSRS)
Health Insurance
Life Insurance
Survivor Benefits
Spouse
Children
Military Time
Retired Military
Law Enforcement (When Applicable)
Fire Fighter (When Applicable)
Special Rules
6-C
Voluntary Contributions
Indian Affairs 93-638 (When Applicable)
The Offset Employee
Federal Tax Liabilities
Social Security
Medicare A, B, D
Long Term Care Insurance
New Dental and Vision Plan
Thrift Savings Plan
C-F-G-I-L-S Plans (Full Discussion)
Financial Planning
Estate Planning
Wills, Trusts, Probate, Medical Directive
Relocating
Time & Lifestyles
Open Enrollment Classes
$500 per employee 3-Days
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.
Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.
 Tell others about this seminar!
Agency On-Site Course Discounts
$11,000 Group Rate | 3-Days |
1 to 30 employees, base rate | $11,000 ($384 per employee) |
31 to 50 employees, additional | $359 per employee, after the base rate. |
51 to 75 employees, additional | $334 per employee, after the $359 rate. |
76 to 100 employees, additional | $309 per employee, after the $334 rate. |
Per Diem and travel are extra.
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Airline Tickets
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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.
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Confirmations
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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.
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 Course Dates and Locations 2010-2011
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DATE
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LOCATION
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August 30-September 1, 2010 |
Portland, OR |
September 7-9, 2010 |
Albuquerque |
December 7-9, 2010 |
San Diego |
May 16-18, 2011 |
Honolulu |
June 7-9, 2011 |
San Diego |
June 27-29, 2011 |
Charleston, SC |
August 29-31, 2011 |
Portland, OR |
Click here to register today!
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