Training Course Descriptions

Pre-Retirement Training
Available as a 1-Day, 2-Day or 4-hour Course
On-site and Virtual Options

This course is designed to give CSRS, CSRS Offsets, FERS, FERS XFERS and Special Provisions employees an in-depth understanding of the federal retirement system. Employees will hand calculate their annuity, learn strategies for tax-planning and identify key decisions for other benefits to include FEHB, FEGLI, FLTCIP, TSP, Roth TSP and Social Security. Included in the calculations, employees will estimate their net bring-home income in retirement. Having an understanding of how their benefits work in retirement gives employees the chance to begin preparing for their future and to make more informed decisions.

Planning for Retirement and Retirement Beyond the Pension Training
Available as a 2-Day Course Only
On-site and Virtual Options

In addition to the Pre-Retirement Training, this course is designed to encourage and motivate attendees to begin planning their future days in retirement. The transition from federal employee to retiree can be a struggle for some individuals, emotionally and mentally. This course requires attendees to think beyond the financial aspects of retirement and to consider how they will fill their days in retirement. Topics taught in this course, in detail, are as follows:

  • Mid-Career Retirement Planning
  • Retirement Beyond the Pension
  • Design a Personal Mission Statement
  • Create a Retirement Timesheet
  • Retirement Recalibration

Planning for Retirement and Retirement Beyond the Pension Training
Available as a 1-Day, 2-Day or 4-hour Course
On-site and Virtual Options

Attendees are given the tools to calculate their own annuity estimates, hypothetical TSP projections, and estimated net bring-home income in retirement. In addition to retirement calculations, attendees will also learn about the importance of budgeting and the significance of planning for retirement early. This course typically consists of both FERS and CSRS attendees but can be customized if requested. Federal benefits also taught in this course, in detail, are as follows:

  • Social Security
  • Federal Long Term Care Insurance Program (FLTCIP)
  • TSP, Traditional and Roth
  • FEHB
  • FEGLI

New Employee Benefits Training
Available as a 1-Day, 2-Day or 4-hour Course
On-site and Virtual Options

This informational workshop focuses intently on each employee benefit program to ensure a better understanding of the benefits available to the new employees. Each attendee will be given the tools to understand how each program works and how they can best receive the maximum benefits available. Federal benefit programs covered in this course include, but are not limited to:

  • FEHB
  • SB
  • FEGLI
  • TSP
  • FLTCIP
  • Social Security
  • Retirement Eligibility

6-Month, Self-Paced Online Learning Package>

Utilizing the self-paced online modules and multiple online resources, this course is designed to give CSRS and FERS employees clarity about their federal benefits. After the course is completed, employees will also receive a personalized analysis of their benefits and a one-on-one consultation with a knowledgeable federal benefits analyst. We understand that federal employees feel confused about retirement. Once the federal employee understands their federal benefits clearly, they can exchange their confusion for clarity. This knowledge empowers the employee to confidently create an effective plan for retirement.

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PRICING:
CLICK HERE for the Authorized Federal Supply Schedule Price List.

For more information contact:
Erica Duffy
Director of New Business
(844) 621-7342 Office
(877) 319-6001 Fax
Erica@retireinstitute.com
www.linkedin.com/in/erica-duffy-3051a6105