Retirement Planning for FERS Employees
12 noon – 4:30 pm Eastern Time each day (please adjust for your time zone) http://www.onlineconversion.com/timezone.php
This is a 3-day, 13.5-hour class to be broadcast online via the Livestream platform.
This class is designed for FERS employees within 5 years of retirement eligibility to help them better understand their federal benefits and make informed retirement and financial decisions.
Day 1 - March 25:, FERS Retirement Planning Benefits, 12:00-4:30 p.m. ET. Topics include FERS Overview & Retirement Eligibility; Credit for Service (Unused Sick Leave, Non deduction Service, Military Service); Annuity Computations/Retiree Annuity Supplement; Survivor Benefits; and CSRS/FERS Transfer Benefits
Day 2 - March 26: Other Federal Benefits, 12:00-4:30 p.m. ET Topics include Retirement Application Process; Annuity Commencing Dates; Insurance Programs (FEHB/Medicare/FEGLI); TSP-Withdrawal Options; and Social Security Benefits.
Day 3 - March 27: Financial Planning for Retirement, 12:00-4:30 p.m. ET Topics include Assessing Retirement Readiness; Setting Goals; Appropriate Use of Debt; Housing Choices/Mortgage Considerations/Reverse Mortgages; Allocation of TSP and Other Assets; Traditional and Roth IRAs; Life Insurance; Long Term Insurance; and Estate Planning Documents and Strategies.
Livestream Broadcast Link: http://nctc.fws.gov/broadcasts
Interaction:During the program, questions for instructors can be sent via the chat room built into the Livestream video player. Or, email question to: email@example.com
'Listen Only' phone line: 866-657-9049 Passcode: 7220998(use this line only if you do not have online access)