Day 1
- Introduction
- Transitions
- Anticipated Challenges
- Individual Goal Assessment
- The Planning Process
- Federal Benefits
- Eligibility Requirements
- Creditable Service
- Credit for Unused Sick Leave
- Deposit, Redeposit & Military Service Deposit Rules
- Computation of Benefits
- Survivor Benefits
- Taxation of Benefits
- FEHB Program (all aspects)
- Federal Employee Dental and Vision Insurance Program
- FEGLI
- Annual Leave Lump-Sum Payment
Day 2
- Thrift Savings Plan
- Investment Options
- Important Forms
- Withdrawal Options
- Tax Considerations
- Social Security Benefits
- When Payable
- How Computed
- Earnings Limitation
- File and Suspend
- Windfall Elimination Provision (CSRS Only)
- Government Pension Offset (CSRS Only)
- 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