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The PLANning, Inc. retirement, mid-career, and benefits programs are organized around the following specially designed modules.
Benefits:
A clear presentation on the Civil Service Retirement System (CSRS), CSRS offset, the Federal Employee Retirement System (FERS), TransFERS, Social Security and Medicare. Also included where appropriate, is coverage of the Law Enforcement and Fire Fighters Retirement Systems, the Judicial Retirement Systems and the VA Retirement Systems. Other topics include health benefits (FEHB), flexible spending accounts (FSAFEDS), health savings accounts (HSAs), life insurance (FEGLI), long-term care insurance (FLTCIP) and the thrift savings plan (TSP). Comprehensive resource handouts support this presentation.
Financial Planning:
This vital and stimulating module is appropriate for all levels of understanding. A certified financial planner (CFP) provides participants with a solid foundation of principles and leads to the development of a sound investment strategy. Focal points include understanding net worth, budgets and savings, controlling consumer credit, risk vs. reward and investing in the TSP (thrift savings plan) and beyond. Each seminar is tailored to a specific audience: those at the beginning of their federal service, those at the mid-point of their career and those nearing retirement.
Legal Issues:
An attorney specializing in estate planning and/or elder law explains the importance of wills, various types of trusts, powers of attorney, and advanced medical directives. The seminar helps participants identify elder law issues and other legal concerns that should be considered in comprehensive long term planning.
Healthy Living:
This module emphasizes the importance and techniques of balanced living; how to create an individual “Wellness Plan” for life; how to integrate proper nutrition, the importance of regular exercise and the role stress management and stress reduction play in a healthy lifestyle. An experienced health professional presents this session.
Transition Planning:
A highly qualified transition specialist facilitates our understanding of our interests, our goals and ourselves. This is an essential part of any transition to a new phase in life. The relative importance of structure, purpose and interpersonal relationships in our lives is emphasized.
Career Assessment:
Before we can plan our next step it is important to analyze our abilities, understand our strengths, gather from our work experience and develop job search strategies. A highly experienced transition specialist helps each participant recognize his or her unique self and prepare for the next milestone.
Note:
All participants receive a comprehensive set of resource and reference materials prepared by the presenter of each subject.
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