April 25th 2023: One Day Pre-Retirement Planning Seminar

by | Apr 3, 2023 | Seminar

Are you a CSRS or FERS employee planning for retirement?

Join our comprehensive one-day seminar to learn everything you need to know to prepare for a smooth transition to retirement.

In the morning session from 8:30 am to noon, we will cover essential topics such as FERS and Social Security, pension calculation, survivor benefits, and when you can retire. We will also discuss common mistakes in legal planning that you should avoid to ensure a secure retirement.

In the afternoon session from 1:00 pm to 4:30 pm, we will delve into Thrift Savings Plan (TSP) and financial principles. Our expert speakers will provide detailed information on TSP investment choices, the best investment options for you, and how to access TSP in retirement.

Our seminar will give you an in-depth understanding of the benefits, options, and financial considerations you need to make to plan your retirement effectively. Don’t miss this opportunity to gain valuable insights and knowledge that will help you make informed decisions and achieve your retirement goals.

AGENDA

MORNING TOPICS – 8:30 AM – Noon

  • FERS and Social Security
  • Pension Calculation
  • Survivor Benefits
  • When Can I Retire?
  • 6 Mistakes in Your Legal Planning

AFTERNOON TOPICS – 1:00 – 4:30 PM

  • Thrift Savings Plan and Financial Principles
  • TSP Investment Choices, What’s Best?
  • Accessing TSP in Retirement.
Register