An Overview of the 4 Types of Social Security Benefits Retirement, disability, survivor, Medicare Eligiblity requirements for each type, How the amounts are calculated How they apply to the financial plans of federal employees, both FERS and CSRS employees Understanding the Common Pitfalls The Windfall Elimination Program for CSRS Earnings Test Special Retirement Supplement for FERS Government Pension Offsets (GPO) How the benefits are taxed I...

An Overview of FERS for Special Provision Employees Job classifications Types of Retirement Plans Mandatory Payroll Withholdings Information on the TSP Retirement Planning Military Service Calculating Your FERS Annuity Redeposits and Deposits Minimum Retirement Ages Sick and Annual Leave Calculating Years of Service High-3 Average Salary Other Information for FERS Workers with Special Provisions The Special Retirement Supplement Best times to...

A Practical Approach to A-123 Compliance Programs Join us for a unique, interactive workshop that "walks you through" the latest update of The Green Book which now conforms to the Internal Control Integrated Framework (COSO 2013). This training is focused on the current Standards for Internal Control in the Federal Government as detailed in the Green Book. This 18 hour CPE course provides you with the tools to implement a compliance program th...

Survivor Benefits for FERS and CSRS An Overview of FERS & CSRS Survivorship Differences between the two retirement systems’ benefits Qualifying relatives Cost of electing benefits What forms should be filled out to ensure qualifying relatives receive the survivorship Other Information for FERS & CSRS Annuitants Spousal Survivor annuities (including former spouses) Cost to give an insurable interest survivor annuity Information ab...

This CMMC (Cybersecurity Maturity Model Certification) Level 1 Implementation training event focuses on helping organizations establish a security foundation required for higher levels of the CMMC model. DoD contractors are required to be CMMC Level 1 certified by January 1, 2026. This first 4 CPE training event overviews the practices outlined in 48 CFR 52.204-21, which sets basic safeguarding requirements for covered contractor information...

An Overview of Financial Planning for Federal Employees Setting goals Practical considerations Projecting future income needs How much money will you need saved when you retire? How do your retirement benefits come into play? The Retirement “Tripod” CSRS and FERS annuities, plus military pensions Social Security benefits TSP, IRAs, and other savings/investments Ed thoroughly explores all 3 components! Other Information to Consider...

A Detailed Overview of Long-Term Care Insurance Costs Inflation protection Benefit amounts Waiting periods Activities of daily living Everything you need to know to make a decision about LTC insurance. Understanding Your LTC Options Pros and cons of the Federal LTC Insurance Program Alternatives to LTC insurance ... plus more information about Long Term Care insurance specifically for federal employees, federal retirees, and their families.

A Practical Approach to A-123 Compliance Programs Join us for a unique, interactive workshop that "walks you through" the latest update of The Green Book which now conforms to the Internal Control Integrated Framework (COSO 2013). This training is focused on the current Standards for Internal Control in the Federal Government as detailed in the Green Book. This 18 hour CPE course provides you with the tools to implement a compliance program th...

Enhance Your Government Auditing Skills with the Yellow Book Are you a government auditor looking to enhance your skills and stay up-to-date with the latest industry standards? Look no further than our comprehensive training event designed specifically for government auditors like you. In this training, we aim to provide you with the knowledge and skills necessary to effectively utilize the Yellow Book, also known as Government Auditing Stand...

Estate Planning for Federal Employees The Basic Steps- What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically. Why A Plan is Needed What happens to an estate post-mortem? Information about trusts, probate, the titling of property Tax implications ... plus more information about estate planning for federal employees and their families.