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BENEFITS COUNSELING
FERS
3-Days
This 3-Day course is designed for all FERS' Employees, including those new to the government and those close to retirement. It will provide a better understanding of employee benefits, Social Security, health issues, practical financial and estate planning. This program is important for all FERS employees.
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 (FERS)
Eligibility
Factors Affecting Annuity Computation
Computation Examples
The SRS
Retired Military/Military Time
Survivor Benefits
Variable Interest Rates
Federal Tax Liabilities
Law Enforcement
Issues of 6-C
Firefighters
Military Reserve Technicians (Title 32)
Health Insurance
Life Insurance
Dental & Vision Insurance
Post Retirement Issues
SOCIAL SECURITY (Complete Overview)
Medicare A, B & D
Qualifying for Social Security
New Law Changes
THRIFT SAVINGS PLAN
Practical Financial Planning
Asset, Tax Money Issues
ESTATE PLANNING
Wills, Trusts, Probate, Medical Directives
TIME & LIFESTYLES
Relocating
Health Issues
"A Successful Retirement Involves Planning.
We Provide the Tools."
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
$11,500 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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January 25-27, 2012 |
Charleston, SC (Includes LE/FF) * CANCELLED * |
February 22-24, 2012 |
Albuquerque, Courtyard |
March 12-14, 2012 |
Las Vegas, NV, FWS Training Center |
March 20-22, 2012 |
Sacramento |
April 3-5, 2012 |
Chicago (Conference site to be determined.) |
April 25-27, 2012 |
Santa Barbara, CA, Butler Conf. Center |
May 7-9, 2012 |
Anchorage, AK, To be Determined |
May 8-10, 2012 |
Boise, ID, BOR Training Room |
June 5-7, 2012 |
Washington, DC |
June 19-21, 2012 |
Charleston, SC (Includes LE/FF), Hampton Inn |
July 16-18, 2012 |
Reno, Silver Legacy |
August 1-3, 2012 |
San Diego |
August 15-17, 2012 |
Portland, OR, Country Inn & Suites |
September 10-12, 2012 |
Bethesda, MD, Hampton, Inn |
Click here to register today!
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