The Mid-Career Retirement Planning Seminar (for Federal employees with 10-15 years of service) takes a decidedly financial planning approach to inform attendees about the complex array of benefits available to them as Federal employees and the choices they need to make to best leverage them within the context of their overall financial and retirement plan. Special attention is paid to developing good financial and retirement goals and using sound investment strategies for best leverage their TSP.

Course Objectives

After attending this seminar, attendees will know how set retirement savings goals, when they are eligible to retire, which provisions of retirement law affect the computation of their retirement benefits, and how much those benefits are likely to be (FERS, Social Security, and TSP). They will have a sense of the choices they will need to make regarding survivor benefits, their health (FEHB) and life insurance (FEGLI) coverages, and their TSP funds. Finally, they will understand how their Federal employee benefits fit within the overall construct of a financial plan.

Course Overview

The mid-career seminar for FERS employees is a fast-moving information loaded session that opens with lessons on investment and retirement planning, and the TSP. It moves from there to the history of the Federal retirement programs, what constitutes credible service for retirement purposes, eligibility for retirement, and the computation of FERS annuities and survivor benefits. It thoroughly covers Social Security, Estate Planning and concludes with an important lesson on how the best leverage Federal benefits going forward. The seminar will focus on Federal retirement benefits and how they can be affected by the financial decisions attendees are making now and in the future.

Questions? Contact our training coordinator via email or phone at (202) 843.5447.