Catalog Category: Retirement Planning

Mid-Career Retirement Planning Seminar

The Mid-Career Retirement Planning Seminar course equips participants with an understanding of retirement eligibility, social security benefits, survivor benefits, post-retirement health and insurance coverage, regulations regarding the Thrift Savings Plan, retirement plans and annuities, and post-retirement quality of life. Instructor Led

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Pre-Retirement Planning Series for Federal Employees (CSRS and FERS )

The Pre-Retirement Planning Seminar course equips potential retirees with an understanding of retirement eligibility, various benefits, insurance options, estate planning, investing, work options and post-retirement quality of life. Instructor Led

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Retirement Planning for New Federal Employees

The Retirement Planning for New Federal Employees course provides participants with an understanding of the terminology, criteria and calculations regarding their retirement eligibilities; social security benefits; regulations regarding the Thrift Savings Plan (TSP), taxes and estate planning issues; and tools for making decisions regarding asset allocation, risk, investing, Individual Retirement Accounts (IRAs) and annuities. Instructor Led

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