Employees within 5 years of retirement are the target audience for this seminar. It provides all the information that an employee needs to prepare for retirement.
Subjects covered include:
Day 1
- When Benefits are Payable
- Computation of Benefits
- Deposits, Redeposits & Military Service Deposit Rules
- Election Options of Survivors Benefits
- Requirements for Carrying Health and Life Insurance Into Retirement
- Value of Life Insurance After Retirement
- Taxation of Benefits
Day 2
- Thrift Savings Plan
- Long-Term Care Insurance
- Legal and Tax Issues
- Social Security
- Financial Planning