COURSES

CSRS PRE-RETIREMENT PLANNING

This seminar is available as a 1 or 2 day course.  Two day versions include local experts on estate and financial planning

This comprehensive seminar on retirement planning is designed to provide an overview of financial and estate planning, and an in-depth look at federal benefits in retirement. The course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years.

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FERS PRE-RETIREMENT PLANNING

This seminar is available as a 1 or 2 day course.  Two day versions include local experts on estate and financial planning.

This comprehensive seminar on retirement planning is designed to provide an overview of financial and estate planning, and an in-depth look at federal benefits in retirement. The course focuses on the needs of people who plan to retire within the near future as well as those who will reach retirement eligibility within the next 5 to 10 years.

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FERS MID-CAREER RETIREMENT PLANNING

This seminar is available as a 1 or 2 day course.  Two day versions include local experts on estate and financial planning.

This seminar provides employees at the mid-career level with an understanding of how their federal benefits will help them meet their retirement goals.  It is designed to meet the needs of employees who are more than 10 years away from retirement eligibility and have at least 5 years of service.  Emphasis will be placed on investment strategies and management of the TSP.  Students will be introduced to online calculators which help them project TSP account balances at retirement and illustrate how much income their TSP accounts may generate in retirement.  They will learn what they must do to get credit for non-covered civilian positions and military service when calculating their FERS annuities.  Disability and survivor benefits will be covered.  Students will receive an in-depth explanation of FEGLI and how it will change in retirement, which will help them in exploring alternatives today. And they will learn the value of other federal insurances now and in retirement.

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GETTING STARTED WITH FERS

Who should attend:  Employees with less than 5 years of service

This one day workshop is designed to provide employees with information on financial and retirement planning early in their careers.  Utilizing a self-assessment tool, students will learn about their “money attitude” and how it may be impacting their financial success.  They will be introduced to goal setting strategies and learn about making smart financial decisions, including debt management.    Emphasis will be placed on establishing and reaching financial goals through proper asset allocation and management of the TSP.  Students will learn about benefits available to them at retirement as well as benefits that will be of great value to them or their family members in the event of disability or death..  There will also be a discussion of what happens to benefits when an employee leaves federal service prior to eligibility for retirement.   Participation in this course can help students get the most out of the benefits that are offered to them as a federal employee.

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BEYOND MONEY

Who should attend:  Employees who are within 5 years of retirement and have already attended a class covering the financial aspects of retirement

A truly successful transition into retirement requires not only a financial plan, but also a vision of how you want to live your next life chapter. For that reason, we offer a one-day curriculum entitled “Beyond Money”.  This dynamic and interactive course focuses on the non-financial aspects of retirement and may be added to a traditional Retirement Planning Seminar or offered as a stand-alone class.

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Retirement Training &
Coaching Services, Inc.

757-207-5126


We are a SAM Registered Company.
References are available upon request.


Check out our calendar for dates and locations of upcoming classes.