Course Details
Pre-Retirement Workshop (CSRS)
Course ID: NIHTC5812
Description
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 and had no breaks in service since that time or rehired after 12/31/1983 with more than 1-year break in service and at least 5 years of creditable civilian Federal service by the end of 1986.
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 Karie Mulkowsky at mulkowskyk@mail.nih.gov. 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
- 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
NOTE: You must log into the LMS prior to attempting to register for courses and offerings. Please login to the LMS 
first, and then return here to register.
Classes scheduled for this fiscal year
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Tuition: | $470 |
