As the employee looks forward to retirement, many questions arise. This seminar presents information about federal benefits, and explores options to maximize those benefits. All aspects of FERS, Transfers and FERS-Offset programs are examined. Participants learn about financial planning and how to become wise financial consumers.
All federal employees needing a plan for a smooth transition into retirement. This course will provide the most benefit for those within 10-15 years of retirement.
Understand the current federal retirement benefits and proposed legislation
Understand financial principles, financial risks and investments
Recognize impact of Social Security on retirement planning
Understand Thrift Savings Plan (TSP)
Understand estate planning and legal issues, wills, trusts and power of attorneys