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PRE-RETIREMENT COUNSELING
CSRS
3-Days
This CSRS training will benefit Mid-Career and 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:
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.
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Agency On-Site Course Discounts
$11,500 Group Rate | 3-Days |
1 to 30 employees, base rate | $11,500 ($395 per employee) |
31 to 50 employees, additional | $385 per employee, after the base rate. |
51 to 75 employees, additional | $375 per employee, after the $385 rate. |
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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 2012
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DATE
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LOCATION
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February 7-9, 2012 |
Sacramento |
August 20-22, 2012 |
Portland, OR, Country Inn & Suites |
Click here to register today!
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