SEMINARS
Please pre-register
for the seminar near you by clicking on the CITY of your
choice, printing the registration form, completing and
mailing, along with a check payable to:
Key Retirement Solutions
PO Box 4
Henrietta NY 14467
| CITY |
LOCATION |
DATE |
TIME |
|
Olean |
Pulaski Club (downstairs)
1104 North Union St.
Olean NY 14760 |
Thursday
August 13, 2009 |
6:30 PM |
Employees are encouraged to
attend Mid-Career Retirement Seminars with 10 years or more
before retirement eligibility to maximize future
career and retirement benefits. They should attend again 5
years prior to retirement and again 1 year prior
to retirement.
Participants will receive
information they need to make educated decisions regarding
their personal retirement plans.
Understanding the
CSRS and FERS Retirement System
How service is credited
How to calculate your retirement annuity
What special considerations and conditions apply
Survivors benefits considerations
Understanding the TSP
How to assess your investment risk tolerance now and again
when you are closer to retirement
What are the six funds and how to understand them
How to make changes in your fund allocation and/or
distribution
What are the catch-up provisions
Other tax deferred investment programs, including IRAs and
401(k)s
Rollovers
Tax treatment
Understanding Social
Security
How service is computed
How to calculate your benefit amount
Windfall elimination and government pension offset (CSRS)
Health Insurance
Benefit
Medical insurance (FEHB) now and at age 65
Medicare Parts A & B and what they mean to federal
annuitants
Long term care insurance (FLTCIP)
Life and Disability
Insurance
How to use life insurance in estate planning
FEGLI
Social Security
Legal Concerns
How to designate beneficiaries for your federal programs
Wills, trusts & probate
Medical directives
WHY TRUST KEY RETIREMENT SOLUTIONS?
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