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PRE-RETIREMENT COUNSELING
MRT & ATC
3-Days
Please choose either CSRS or FERS
This 3-day program will address the
special rules and provisions of the Military Reserve Technician
and Air Traffic Controllers. CSRS and FERS employees will be given
detailed information, including provisions and agency-self
determination policies. CSRS courses are separate from FERS
programs, or we can present in a special format if you wish to
have both CSRS & FERS in the same program
Here is what we will cover in this 3-day class:
FEDERAL BENEFITS (CSRS)
National Guard (Title 32)
Retired Military-Military Reserve Technicians
MRT Early Retirement
MRT Special Disability Rules (RIFed or Out placed)
Health and Life Insurance
Survivor Benefits (Spouse) (Children)
ATC Special Guarantee Provisions (20-25 years)
Law Enforcement/Firefighter Issues
The offset Employee
Voluntary Contributions (CSRS)
Federal Tax Liabilities
Disability Retirement
New Dental/Vision Plans
SOCIAL SECURITY
Full discussion
Medicare A, B, D
THRIFT SAVINGS PLAN
Full Discussion
C-F-G-I-L-S Funds
Practical Financial Planning
Assets, Tax, Money Considerations
ESTATE PLANNING
Wills, Trusts, Probate, Medical Directives
Full Estate Planning Discussion
TIME & LIFESTYLE ISSUES
Health Issues
Relocating
Things to do in Retirement
Dental/Vision Insurance
FEDERAL BENEFITS (FERS)
Military Reserve Technicians
National Guard (Title 32)
Retired Military-Military Time
MRT Special Disablility Requirements
MRT Early-Out Provisions
MRT Early-Out Rules
ATC Special Provisions under FERS
ATC Special Retirement Supplement
ATC law Enforcement/Firefighter Issues
SRS Special Retirement Supplement
Deposit/Re-Deposit Service
Survivor Benefits
Federal Tax Liabilities
SOCIAL SECURITY
Full Discussion
Medicare A, B & D
THRIFT SAVINGS PLAN (C-F-G-I -L-S Funds)
Full Discussion
C-F-G-I-L-S Funds
Practical Financial Planning
Assets, Tax, Money Considerations
ESTATE PLANNING
Wills, Trusts, Probate, Medical Directives
Full Estate Planning Discussion
TIME & LIFESTYLES
Health Issues
Relocating
Things to do in Retirement
Dental/Vision Insurance
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.
 Tell others about this seminar!
Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 1 month prior to the start of the program.
This class is offered to on-site agency sponsored groups only.
$11,500 Group Rate |
3-Days |
1 to 30 employees, base rate |
$11,500 ($390 per employee) |
Tell others about this seminar!
Click here to register today!
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