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One and Two Day Retirement Classes

These workshops are designed to provide comprehensive benefits training on specific federal retirement plans. Full-day workshops provide retirement planning in addition to the agendas below:

✵ CSRS & CSRS OFFSET BENEFIT TRAINING
    (Also available for special provisions)

With the most complex set of government benefits including sick leave, annual leave, health insurance, life insurance, long-term care insurance, and a complicated set of rules for calculating retirement benefits, CSRS employees can wind up feeling overwhelmed and paralyzed. This class will teach participants how to maximize their CSRS benefits to retire successfully.

✵ FERS & FERS TRANSFEREE BENEFIT TRAINING
    (Also available for special provisions)

FERS benefits follow as a close second for complexity to CSRS benefits. In addition to annual leave, health insurance, life insurance, long-term care insurance and a complicated set of rules for calculating retirement benefits, FERS employees also have to consider how Social Security and the Thrift Savings Plan fit into their retirement puzzle. This class will teach participants how to maximize their FERS benefits to retire successfully.

✵ EARLY FERS BENEFIT TRAINING
    (Also available for special provisions)

If you’re new to federal service (less than five years), chances are you’re a little confused about exactly what your benefits are. With some of the best benefits in the country, you want to ensure you maximize what’s available to you to control your retirement future. In addition to annual leave, health insurance, life insurance, long-term care insurance and a complicated set of rules for calculating retirement benefits, “new” FERS employees also have to consider how Social Security and the Thrift Savings Plan fit into their retirement puzzle. This class will teach participants how to maximize their FERS benefits to retire successfully.

✵ HALF- DAY CSRS AND FERS CLASSES

These classes are condensed versions of our one- and two-day classes. There is a significant reduction on financial planning. We review how to maximize your annuity, make the most of your Thrift Savings Plan and maximize your Social Security and insurance programs including Medicare. Classes are four hours in length.

FedSavvy® Educational Solutions has a comprehensive, proven educational program that provides retirement and financial literacy programs in accordance with the guidelines outlined in OPM’s Benefit Administration Letter 11-104. You can find the entire letter and details on OPM’s website at https://www.franklinplanning.com/%20http:/www.opm.gov/retirement-services/publications-forms/benefits-%20administration-letters/2011/11-104.pdf

FedSavvy’s training workshops have been highly praised for their easy-to- understand format, as well as an interactive class structure that allows participation among attendees. We have provided training for over 100 agencies throughout the country.