Prime Time Planning (Mid-Career)

This 2-day seminar offers an introduction to the benefit package as it exists today. Many employees know what the benefit package was when they were hired or when someone they know retired but changes may have been made. Each change may not be major but the cumulative effect can be. Mid-Career employees are those who are committed to their Federal government career but not yet within 5 years of retirement. Additionally, approximately 4 hours are spent on basic financial planning and investment concepts plus how to choose a financial planner if needed.

Subjects covered:

Day 1

  • Retirement, Survivor’s & Disability Benefits
    Eligibility
    Benefit Computation
    Deposits, Redeposit & Military Service Deposits
    Survivor Benefit Options

  • Thrift Savings Plan
  • Life Insurance—FEGLI and Other (from a consumers perspective)
  • Health Insurance Rules & Options
  • Flexible Spending Accounts
  • Federal Employee's Dental and Vision Insurance Program

Day 2

  • Legal Issues
  • Tax Issues
  • Long-Term Care Insurance
  • Financial Planning


 
  S. Harman & Associates, Inc.
"Good advice, open frank discussion, very necessary seminar for all employees."
   
"The instructor relayed in terms that were easily understood and also took the time to allow questions."
   
"Presentation was very good, instructor was excellent, used very good examples and answered all questions."
   
"This should be a required course."
   
"Planning is the key."
   
"It can hurt you if you don't know it. I feel better prepared to plan and avoid problems."
   
   
   
   
   
   
   
   
 

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