Retirement Training
We will be hosting a Mid-Career Retirement Planning and a Pre-Retirement Seminar the week of 26 February - 02 March 2001.  Each course will run 2 and one half days.  The Mid-Career course will begin 26 Feb and conclude the morning of 28 Feb.  The Pre-Retirement course will begin the afternoon of 28 Feb and conclude on 02 March 2001.  An agenda for each course is listed below, in addition to who should attend each course.  At the bottom of this page is a registration form to attend either one of these courses.  If you wish to attend, please ensure that all information is provided so that we may contact you to confirm your attendance.  Spouses are welcome to attend as well.  Any questions related to either of these courses can be directed to (602) 629-4817.

Please Note:  These courses are intended for Federal Technicians only.
Mid-Career Retirement Planning  (26-28(AM) February 2001) 

Who Should Attend:  

Employees who are in the middle stage of their federal careers - in other words, more than five years of service but also more than five years remaining in their careers.

Agenda:

  • Federal retirement (CSRS and FERS)
  • Health benefits and life insurance
  • Social Security benefits
  • Financial planning
  • Estate planning
  • Career transition and other career issues
  • Lifestyle issues
  • Thrift Savings Plan
Pre-Retirement Seminar  (28(PM) February - 02 March 2001)

Who Should Attend:

Employees who are within five years of retirement.

Agenda:

  • Retirement eligibility under CSRS and FERS
  • Creditable civilian and military service
  • Factors affecting annuity computations
  • Annuity computations
  • Survivor benefits
  • Special retirement provisions
  • Thrift Savings Plan
  • Health benefits and life insurance
  • Pending legislation
  • Tax computation on annuities
  • Legal aspects of retirement
  • Social Security benefits
  • Financial planning
  • Estate planning
  • Psychological and emotional adjustments to retirement

Please provide the following contact information:

Name
Title
Organization
Work Phone
FAX
E-mail

Choose one of the following courses:

Mid-Career Retirement Planning (26-28(AM) Feb 01)
Pre-Retirement Seminar (28(PM) Feb 01 - 02 Mar 01)

Course descriptions were taken directly from the FPMI web site.

Questions about this page can be directed to (602) 629-4817