September 15-18, 2014
Retirement Planning for Federal Employees
12:00 - 4:30 pmEastern TimeEach Day
CSRS - September 15, 17, 18
FERS - September 16, 17, 18
Training on Retirement Planning at your Desktop
The NPS Distance Learning Center is pleased to offer these excellent retirement planning training opportunities that are free and accessible from your office computer. These courses are made possible by a partnership between the National Park Service and the U.S. Fish and Wildlife Service. Please note:Recording is restricted, viewing the live sessions is recommended as you will have the opportunity to ask questions. However, if you are not able to participate during the scheduled times, an online video recording will be made available, between the dates ofSeptember 22-26, 2014. To request this service, e-mailPlease include your office location and phone number. They will e-mail you a confidential link to the recorded sessions on September 22.
September 15, 17, 18
Retirement Planning for Civil Service (CSRS) Employees
This is a 3-day, 13.5-hour class to be broadcast online via the Livestream platform.
Time:12:00-4:30 p.m.EASTERN TIMEeach day
This class is designed for Civil Service employees within 5 years of retirement eligibility to help them better understand federal benefits & make informed retirement & financial decisions.
Day 1:Monday, Sept. 15:CSRS Retirement Planning Benefits, 12:00-4:30 p.m. ET
Topics include Retirement Eligibility, Annuity Computations, Survivor Benefits, Credit for Civilian Service (Refunded Service/Non-deduction Service), Credit for Military Service/Post-56 Deposits, CSRS Offset Benefits
Day 2:Wednesday, Sept. 17:Financial Planning for Retirement, 12:00 - 4:30 p.m. ET
Topics include Assessing Retirement Readiness, Setting Goals, Appropriate Use of Debt, Housing Choices/Mortgage Considerations/Reverse Mortgages, Allocation of TSP and Other Assets, Traditional and Roth IRAs, Life Insurance, Long Term Insurance, Estate Planning Documents and Strategies.
Day 3:Thursday, Sept. 18:Other Federal Benefits, 12:00-4:30 p.m. ET
Topics include Retirement Application Process, Annuity Commencing Dates, Insurance Programs (FEHB/Medicare/FEGLI),TSP-Withdrawal Options, Social Security Benefits
DOI Learn Enrollment for CSRS:
Last Day to Register:Sept. 14, 2014 at 11pm ET
Participant Guide:
Livestream Broadcast Link:
Interaction:During the program, questions for instructors can be sent via the chat room built into the Livestream video player.
Or, e-mail questions to: or
“Listen Only” phone line: 866-657-9049 Passcode:7220998
(use this line only if you do not have online access)
September 16, 17, 18
Retirement Planning for FERS Employees
This is a 3-day, 13.5-hour class to be broadcast online via the Livestream platform.
Time:12:00-4:30 p.m.EASTERN TIMEeach day
This class is designed for FERS employees within 5 years of retirement eligibility to help them better understand their federal benefits and make informed retirement and financial decisions.
Day 1:Tuesday, Sept. 16:FERS Retirement Planning Benefits, 12:00-4:30 p.m. ET.
Topics include FERS Overview & Retirement Eligibility, Credit for Service (Unused Sick Leave, Non deduction Service, Military Service), Annuity Computations/Retiree Annuity Supplement, Survivor Benefits, CSRS/FERS Transfer Benefits
Day 2:Wednesday, Sept. 17:Financial Planning for Retirement,12:00-4:30 p.m. ET
See topics above (FERS & CSRS combined training)
Day 3:Thursday, Sept. 18:Other Federal Benefits,12:00-4:30 p.m. ET
See topics above(FERS & CSRS combined training)
DOI Learn Enrollment for FERS:
Last Day to Register:Sept. 15, 2014 at 11pm ET
Participant Guide:
Livestream Broadcast Link:
Interaction:During the program, questions for instructors can be sent via the chat room built into the Livestream video player.
Or, e-mail questions to: or
“Listen Only” phone line: 866-657-9049 Passcode:7220998
(use this line only if you do not have online access)
Additional Information for both CSRS & FERS Retirement Planning Broadcasts:
Each individual should enroll, including those who will request the time limited recorded sessions for
September 22-26. You will get an e-mail when the participant guide becomes available, get transcript credit, and will be informed (by e-mail) of any last minute changes to the agenda. The participant guide will be posted approximately one week prior to the broadcast. It will be 200+ pages, so we suggest pre-printing front/back. Pre-printing the participant guide is recommended as this will be a convenient way to take notes and jot down questions.
Broadcasts delivered via the Livestream platform are available on any internet connected desktop computer. If more than two or three persons are participating from your office, we suggest that you work with your IT staff to setup a group viewing area or “distance learning classroom”. This will conserve your office bandwidth and result in a better viewing experience for all participants. For details, please see:
How to Create a Distance Learning Classroom and Livestream Viewing Tips: