Workshop Training Agenda

Budgeting for Retirement

  • Your dream retirement.
  • What will it cost you?
  • How will you pay for it?

Pensions Explained

  • CSRS
  • FERS

Thrift Savings Plan (TSP)

  • Understanding TSP
  • Paying into TSP
  • Choosing TSP Investments
  • Accessing TSP funds
  • Taxes and TSP withdrawals
  • TSP spousal rights
  • Planning for Taxes and Inflation

Planning for Taxes and Inflation

  • Cost of Living Adjustments (COLAs)
  • Deferring taxes

How to file for retirement

  • Choosing the right time
  • Paperwork
  • Getting the most from vacation and sick pay Social Security
  • Choosing when to file
  • COLAs
  • Taxes

Special Retirement Supplement (SRA)

  • Qualifying
  • Earnings test

Protecting your Survivors

  • Beneficiaries
  • Forms to deal with beneficiaries
  • FEHB
  • Navigating probate
  • Beneficiaries and Order of Precedence
  • Life Insurance

Federal life insurance (FEGLI)

  • Qualifying
  • Choosing benefits
  • Paying for FEGLI
  • Public sector options

Federal health benefits (FEHB)

  • Qualifying
  • Choosing benefits
  • Paying for FEHB
  • FEHB Survivor Benefits
  • FEHB for Married Federal Couples
  • FEHB for Disabled Children
  • FEHB in Retirement
  • FEDVIP (Dental and Vision)


  • Qualifying
  • Choosing benefits
  • Paying for Medicare

Long Term Care (LTC)

  • Understanding LTC
  • Choosing LTC coverage
  • Paying for LTC

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