Tuition Cost: $600
Course Type: Classroom
Course Location: DOE Headquarters – Forrestal Building, Washington, DC Room /GH-043
Course Description: This seminar is designed to stimulate positive thinking towards proper planning for post-retirement years. Emphasis will be placed on advanced pre-retirement planning rather than specific retirement benefits.
Course Goals: This seminar will cover:
• Civil Service Retirement System (CSRS) benefits
• Other retirement benefits (health benefits, life insurance, and the Thrift Savings Plan)
• Estate planning
• Financial planning
• Tax and legal issues
• Health and fitness or health considerations
• Social security benefits and Medicare
• Life after retirement
Audience: Open to CSRS and CSRS Offset employees (employees 5 years from retirement) and their spouses (attendance of a spouse must be noted on the SF 182 under "Training Objectives").
Registration: Please use the Corporate Human Resource Information System (CHRIS) Workflow process to request training enrollment.
CHRIS Course Code: 000033, Session #: 0092
For organizations not currently using the CHRIS workflow process, please follow your existing interoffice training registration process.
The Office of Learning and Workforce Development (HC-20) will assess the course cost for this training session directly through each Headquarters organization’s Working Capital Fund account. Field office participants should register via CHRIS. They should ensure to note the cost of the training course in the tuition field of the training request.
Funding for travel and per diem-related expenses are the responsibility of the attendee’s respective organization.
Cancellations must be made two weeks prior to the course start date by contacting the session POC to avoid being charged.
Substitutions accepted any time prior to the start of the course. For further inquiries, please contact your Training Consultant.
Contact: If you have any logistical questions, please contact Learning & Workforce Development: Heather Barth, at 202-586-8522.
Accommodations for persons with disabilities will be provided upon request.