Why should you take a retirement planning class?

October 18, 2010 — Join host Bob Leins and special guest James Marshall. Marshall is a federal benefits specialist that will discuss the issues surrounding retirement and what you need to know about the process.

Marshall will also include “real world examples” of how attending a retirement planning class now may ultimately save you, the federal employee, hundreds or even thousands of dollars in retirement by learning about maximizing your federal benefits.

Topics include:

  • Pension vesting (employee contributions)
  • Deposit/re-deposit
  • Sick leave vs. annual leave (shortly before leaving federal service)
  • Importance of understanding how a pension is computed
  • Age factors that might affect benefits
  • Survivor benefits
  • Health insurance
  • Thrift Savings Plan

Have questions? Call the show live, Monday, October 18, 2010 at (202) 465-3080. We’ll be taking calls live from 10-11 a.m.