In-Person Seminars
3-Day Pre-Retirement Planning (CSRS/FERS)
3-Day Pre-Retirement Planning (CSRS/FERS)
3-Day Pre-Retirement Planning (CSRS/FERS)
A comprehensive 3-day workshop suitable for employees within ten years of retirement eligibility. Course can be designed to cover the CSRS/CSRS Offset and/or FERS/TransFERS systems. Topics include Federal Benefits Systems, Financial and Tax Planning, Estate Planning, and Preparing to Transition into Retirement.
2-Day Pre-Retirement Planning (CSRS/FERS)
3-Day Pre-Retirement Planning (CSRS/FERS)
3-Day Pre-Retirement Planning (CSRS/FERS)
A comprehensive 2-day workshop suitable for employees within ten years of retirement eligibility. Course can be designed to cover the CSRS/CSRS Offset and/or FERS/TransFERS systems. Topics include Federal Benefits Systems, Financial Planning, Tax Planning, and Estate Planning.
Mid-Career Retirement Planning (FERS)
Early Career Guide to Retirement (FERS)
Early Career Guide to Retirement (FERS)
A comprehensive 2-day workshop suitable for FERS employees with 5-20 years of service. Topics include FERS, TransFERS Benefits Systems, Financial Planning, Tax Planning, and Estate Planning.
Early Career Guide to Retirement (FERS)
Early Career Guide to Retirement (FERS)
Early Career Guide to Retirement (FERS)
A comprehensive 1-day seminar suitable for FERS employees with 1-5 years of federal service. Topics include FERS Benefits Systems, Financial Planning, Tax Planning, and the TSP.