Planning for Retirement Seminar

 

Seminar Highlights and Objectives

The Planning for Retirement seminar may be held as a 1-day or 2-day seminar. The seminar can also be designed to focus only on CSRS/CSRS Offset employees or FERS employees.

 

The first day of GRB's Planning for Retirement seminar provides participants with a detailed understanding of the benefits they are entitled to under the Civil Service Retirement System (CSRS) and/or the Federal Employees Retirement System (FERS), Social Security, Medicare, the Thrift Savings Plan (TSP), the Federal Employees Health Benefits program (FEHB), Long Term Care Insurance, the Federal Employees' Group Life Insurance program (FEGLI), and the Flexible Spending Account program.

 

The optional second day of the seminar is devoted to financial planning topics. These topics include savings and money management,investment strategies and options, insurance planning, tax planning, investment planning, and estate planning.

 

Who Should Attend

The seminar focuses on employees (and/or special group employees) who are approximately within 5 years of retirement.