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Retirement Planning

This three-day, elective course provides the framework for Federal employees to learn about Federal retirement benefits and how they apply to their specific situation. Many Federal employees find it difficult to fully understanding Federal retirements benefits. Classes are very interactive, with the instructors available before and after class to discuss individual retirement questions.

Learning Objectives

  • Plan for a smooth transition into the civilian workforce
  • Achieve an overview of all Federal retirement benefits
  • Understand eligibility requirements for Federal retirement
  • Recognize special considerations for certain Federal groups like law enforcement, foreign service officials, and air traffic controllers
  • Determine what the best Survivor Benefit Plan option is for a particular situation (retired military, spouse retirement impact, thrift savings, and 401K)
  • Understand Employee Health Benefit plan and eligibility in retirement
  • Address Thrift Savings Plan withdrawal concerns
  • Begin financial planning for retirement.

Pre-Requisites

None

Course ID

RET PLAN-EL

Length

3 Days

CLPs

24

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© 2021 Business Management Research Associates, Inc. | All Rights Reserved

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