Pre-Retirement Planning is designed for employees within 10 years of retirement eligibility. These workshops focus on topics that will lead to a successful retirement. They are available in 2 hour, 4 hour, 1 day or 2 day sessions. We recommend doing CSRS and FERS classes separately.

 

Pre-Retirement Planning Workshop
1 day - brief overview only
  • Introduction to retirement
  • Eligibility and computation of annuity
  • Creditable civilian and military service
  • Offset employee information
  • Sick leave credit (CSRS)
  • Deposit, redeposit for civilian service
  • Military Service Deposit
  • Survivor benefits
  • Disability retirement
  • Cost of living adjustments
  • Voluntary contributions (CSRS)
  • Taxation of annuities
  • Post-retirement health and life insurance options
  • Thrift Savings Plan
  • Social Security and Medicare

 

Pre-Retirement Planning Workshop
2 days - an expanded version of the 1-day workshop, PLUS:
  • Introduction to retirement
  • Eligibility and computation of annuity
  • Creditable civilian and military service
  • Offset employee information
  • Sick leave credit (CSRS)
  • Deposit, redeposit for civilian service
  • Military Service Deposit
  • Survivor benefits
  • Disability retirement
  • Cost of living adjustments
  • Voluntary contributions (CSRS)
  • Taxation of annuities
  • Post-retirement health and life insurance options
  • Thrift Savings Plan
  • Social Security and Medicare
  • Career planning
  • Financial planning
  • Estate planning