Pre-Retirement Planning for Law Enforcement and Firefighters (BENE7201)

Description:

Obtain the information you need to make fully informed decisions about retirement. Gain valuable retirement planning information related to the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS). Learn how your health and life insurance benefits carry over into retirement, and also about Social Security, Medicare, and Thrift Savings Plan (TSP) withdrawal options. Receive an overview of financial and estate planning.

Who Should Attend?

Federal law enforcement officers or firefighters covered by either CSRS or FERS who are within 10 years of retirement. Employees who do not anticipate retiring within the next 10 years should take Mid-Career Retirement Planning, FERS Participants Only (BENE8120D).
Spouses are welcome to attend at no charge.

Tuition:

2024 classes:
Virtual Instructor-Led: $679
In-Person: $749

2025 classes:
Virtual Instructor-Led: $679
In-Person: $749

Credits:

1.2 CEU's

Class Type:

This course is currently being offered in the following training modalities:

• Online
  • Virtual Instructor-Led - BENE7201A
    • Class Length: This class is listed as a 2 day course.
• In-Person Classroom
  • Pre-Retirement Planning for Law Enforcement and Firefighters - BENE7201D
    • Class Length: This class is listed as a 2 day course.
    • For in-person training sessions, participants are required to download the course materials to a personal device (e.g., laptop or tablet) and bring their device to class for use during classroom instruction.
• On-site
  • Contact our Business Development department for more information.

Learning Outcomes:

• Determine when you are able to retire and explain the major steps involved in the retirement application process
• Understand how your annuity will be computed and what benefits will be payable to your survivors
• Decide whether you will be entitled to Social Security benefits, including Medicare, and how/whether your Social Security benefit will be affected by either the Windfall Elimination Provision or the Government Pension Offset
• Identify your federal health and life insurance benefits after retirement
• Identify TSP withdrawal options
• Identify your retirement income needs and develop appropriate financial plans for your retirement