Retirement Planning (3-Day)

Retirement Planning (3-Day)
Day 1

  • Introduction
  • Transitions

    Anticipated Challenges

    Individual Goal Assessment

    The Planning Process

  • Legislative Update (Things that have recently changed)
  • Federal Benefits

    Eligibility Requirements

    Creditable Service

    Deposits, Redeposits & Military Service Deposits

    Computation of Benefits

    Survivor’s Benefits

    Taxation of Benefits

    FEHB Program (all aspects)

    Federal Employee Dental and Vision Insurance Program

    FEGLI

Day 2

  • Thrift Savings Plan

    Investment Options

    Important Forms

    Withdrawal Options

    Tax Considerations

  • Social Security Benefits

    When Payable

    How Computed

    Earnings Limitation

    Windfall Elimination Provision

    Government Pension Offset

    Tax Considerations

Day 3

  • Personal Planning

    The Importance of Establishing Goals

  • Long-Term Care Insurance
  • Legal Planning

    Trusts

    Living Wills

    Durable Power of Attorney

    Probate

  • Financial Planning

    Personal Financial Planning

    Why People Fail

    Tax Planning

    Investment Options

  • Relocation Considerations
  • Health Considerations
  • Processing Your Retirement