Pre-Retirement Workshop (CSRS)

Course ID: 

Are you prepared for retirement? This three-day Civil Service Retirement System (CSRS) workshop is designed to provide you with an overview of your federal retirement benefits. Begin to secure your finances and set financial goals necessary to smoothly transition into retirement.

Take this course if you were hired prior to 1984 with no breaks in service since that time or rehired after 12/31/1983 with more than a one year break in service and plus at least 5 years of creditable civilian Federal service by the end of 1986-and within 10 years of retirement eligibility.

As a courtesy participants spouses can attend at no additional cost. Spousal attendance is on a first request basis due to space limitations. If you would like your spouse to attend send an email to Jessica Whitaker at Include your name, class date and spouse name. Ensure your approving official has approved your attendance in the LMS prior to sending the email.

Key Topics: 

Please note that this class is not eligible for CLPs. Also if this class precedes a federal holiday, the session will run to the end of the day as usual. Please take note before registering and plan accordingly.

  • CSRS, CSRS-Offset * Disability * Creditable Service * Deposit/Redeposit * Annual and Sick Leave * Annuity Calculation * Best Date to Retire *Voluntary Contributions (CSRS Class only) * COLA's * Survivor Benefits * Social Security and Medicare * FEGLI, FEHB * Long-Term Care Options * Establishing financial goals * Setting retirement goals * Developing a budget * Managing Debt-Credit Cards and Equity Line of Credit * Secrets for Successful Saving * Pros and cons of paying down a mortgage * TSP * IRAs * Investments Beyond the TSP-Cash, Bonds Stocks * Understanding diversification and dollar-cost averaging * Financial Institution Basics * Funding college education * Estate Planning * Psychological Aspects of Retirement * Lifetime Fitness and Health
Course Offerings
Start Date End Date Location Cancellation Deadline IC Price Register
Mon, 12/16/19, 9:00am Wed, 12/18/19, 4:00pm Building 45 - Natcher Conference Center 45 Center Drive - Room 1014 (NT1) Mon, 12/02/19 $375