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)
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)
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.