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Course 4940 | Virtual | Classroom
Retirement Preparation for Late-Career Federal Personnel
Overview
Gain the knowledge and tools you need to navigate your federal retirement with confidence. Designed for late-career federal employees approaching retirement, this course provides a comprehensive understanding of the Federal Employees Retirement System (FERS) and practical strategies for a smooth transition. You’ll learn how to weigh crucial financial and psychological factors, maximize your retirement annuity and benefits, and prepare the perfect retirement application. Through interactive exercises and strategic action-planning, you’ll leave ready to take your next steps with certainty.
Who Attends
Late-career employees who are planning for FERS retirement within the next 5 years. Ideal for those who want guidance on preparing their retirement package and preparing to transition from work to retirement.
CLP: 16 | CPE: 0
Duration: 2 Days
Price: $ 1419.00 
Course prices shown here do not include a credit card surcharge. Payments by ACH, EFT, or check do not include the surcharge and are offered at a lower price. At checkout, you may choose a payment method that avoids the credit card surcharge.
Course Details
Volume Discounts (5+ Seats)
Private Group TrainingAvailable Dates
Guaranteed to Run are designated with a 
August 24 - August 25, 2026
Class ID: 264940007
Virtual
9 AM - 5 PM EST
September 24 - September 25, 2026
Class ID: 264940008
Virtual
9 AM - 5 PM EST
October 22 - October 23, 2026
Class ID: 264940009
Virtual
9 AM - 5 PM EST
December 14 - December 15, 2026
Class ID: 264940011
Virtual
9 AM - 5 PM EST
January 25 - January 26, 2027
Class ID: 274940001
Virtual
9 AM - 5 PM EST
March 15 - March 16, 2027
Class ID: 274940002
Virtual
9 AM - 5 PM EST
May 17 - May 18, 2027
Class ID: 274940003
Virtual
9 AM - 5 PM EST
June 21 - June 22, 2027
Class ID: 274940004
Virtual
9 AM - 5 PM EST
August 23 - August 24, 2027
Class ID: 274940005
Virtual
9 AM - 5 PM EST
September 30 - October 1, 2027
Class ID: 274940006
Virtual
12 AM - 12 AM EST
December 13 - December 14, 2027
Class ID: 274940007
Virtual
9 AM - 5 PM EST
Learning Objectives
- Apply the financial and psychological steps of preparing for federal retirement to your life circumstances
- Identify the rules and requirements of the Federal Employees Retirement System (FERS)
- Assess your available options to maximize your federal retirement annuity and benefits
- Develop strategies to correctly prepare your retirement application and avoid delays in processing at the agency level and through final adjudication by OPM
Additional Features
100% Satisfaction Guarantee
100% Satisfaction Guarantee.
Producer Support
Need help during a virtual session? Our producers are here to ensure your learning experience runs smoothly.
Dedicated In-House Accessibility / Section 508 Compliance
Learn how we ensure accessible learning experiences for all participants in compliance with Section 508.
Student Resource Guides
Find helpful reference materials to support your learning during and after the course.
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