Pre-Retirement Planning (FERS Participants Only) (BENE7110)

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Pre-Retirement Planning (FERS Participants Only)

Description

Obtain the information you need to make fully informed decisions about retirement. Gain valuable retirement planning information related to the Federal Employee Retirement System (FERS). Learn how Social Security benefits are calculated, and how your health and life insurance benefits carry over into retirement. Learn about Medicare and Thrift Savings Plan withdrawal options. Receive an overview of financial and estate planning.

Duration

2 days

Level

Foundational

Who Should Attend?

Federal employees covered by FERS who are within 10 years of retirement. Employees who do not anticipate retiring within the next 10 years should take Mid-Career Retirement Planning, FERS Participants Only (BENE8120A).

Credits

1.2 CEU's

Learning Outcomes

Determine when you are able to retire and explain the major steps involved in the retirement application process Understand how your basic annuity will be computed and what benefits will be payable to your survivors Identify your federal health and life insurance benefits after retirement, as well as your entitlement to Social Security benefits, including Medicare, and how/whether your Social Security benefit will be affected by the Windfall Elimination Provision Identify your retirement income needs and develop appropriate financial plans for your retirement Identify TSP withdrawal options

Available Sessions

Session Code Start Date End Date Location Tuition
Session Code BENE7110-001 Start Date Dec 11, 2024 9:00 AM EST End Date Dec 12, 2024 4:30 PM EST Location Virtual Tuition $749.00

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