Pre-Retirement Planning Course Online & Washington, D.C.

This course includes

2 days of live, project-based training from experts
Proprietary workbook included
Verified digital certificate of completion
Learn at an accredited institution
Credits: 1.2 CEUs
Small class sizes

Acquire the information you need to make fully informed decisions about retirement. Gain valuable retirement planning information related to the Civil Service Retirement System (CSRS) and the Federal Employee Retirement System (FERS). Learn how Social Security benefits are calculated, and how your health and life insurance benefits carry over into retirement. Learn about Medicare and Thrift Savings Plan (TSP) withdrawal options. Receive an overview of financial, estate, and "life" planning.

2 Days
Full tuition: $799
Live Online
Expert instructors
Small classes

Policies

Dates & times are listed in

Not currently scheduled.

Email CustomerRelations@graduateschool.edu to request this course, or see related courses with upcoming availability

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Tuition

Full Tuition

$799
Due before the class starts

This course includes

2 days of live, project-based training from experts
Proprietary workbook included
Verified digital certificate of completion
Learn at an accredited institution
Credits: 1.2 CEUs
Small class sizes

Learning Experience Highlights

Training from government‑experienced instructors

Receive instruction from subject‑matter experts who bring proven government experience.

Specialized for government & DOD

Courses that are regularly updated based on feedback and industry developments, ensuring versions are mapped to federal competencies.

The instructor was wonderful and so knowledgeable. The course materials were extremely relevant to what my job is. I feel like I can be better because of this class.
— 2025 student

Three professionals sit in black chairs with laptops and notebooks, engaged in conversation against a red wall.

Real-world solutions

Directly addressing the day-to-day challenges of federal employees.

125+ departments & agencies served

Your trusted training partner, equipping public service professionals with the skills and knowledge to excel in their roles and drive meaningful impact.

Interactive Training

Learn in Real-Time with Small Class Sizes

Attend this course Live Online. Engage with expert instructors, ask questions, and get feedback on your exercises and projects.

At Graduate School USA, you’ll learn in small groups and receive personalized attention.

Live Online Remote, from anywhere

Get the same interactivity and access to the instructor as in-person students. There are no extra fees and we’ll work with you to ensure your remote setup is perfect.

Live, interactive class
Experienced instructor teaching live online
Remote setup assistance provided

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Earn a Certificate of Completion

Upon completion of this course, you’ll receive an official certificate testifying to your mastery of the curriculum. We’ll send you a link where you can download your certificate, share it online with your friends, post it to your professional network on LinkedIn, and view all your earned certificates. Congratulations on your achievement!

Shareable on

Sample credential for completion of Pre-Retirement Planning Course

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Pre-Retirement Planning Course Curriculum

What You'll Learn at a Glance

Determine when you are able to retire and explain the major steps involved in the retirement application process.
Understand how your basic annuity will be computed and what benefits will be payable to your survivors.
Identify TSP withdrawal options.
Identify your federal health and life insurance benefits after retirement, as well as your entitlement to Social Security benefits, including Medicare, and how/whether your Social Security benefit will be affected by the Windfall Elimination Provision.
Identify your retirement income needs and develop appropriate financial plans for your retirement.

Course Syllabus

Download Syllabus PDF

Module 1: Overview of Federal Employee Benefits

Understand the structure and administration of federal employee benefits programs.
Identify key agencies and legislation governing benefits.
Explore eligibility criteria for various benefits.

Module 2: Retirement Systems

Examine the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS).
Understand contributions, annuity calculations, and retirement eligibility.
Learn about creditable service and early retirement provisions.

Module 3: Health and Life Insurance

Review the Federal Employees Health Benefits (FEHB) Program and coverage options.
Understand the Federal Employees’ Group Life Insurance (FEGLI) Program.
Explore enrollment, premiums, and continuation of coverage after retirement.

Module 4: Thrift Savings Plan (TSP)

Learn about TSP features, investment options, and contribution limits.
Understand matching contributions and tax implications.
Review withdrawal options and required minimum distributions.

Module 5: Leave Policies and Other Benefits

Explore annual, sick, and other leave entitlements.
Understand family and medical leave policies.
Identify additional benefits such as transit subsidies and flexible work arrangements.

Human Resources Group Training

Purchase group class vouchers at a discount for our regularly-scheduled group classes, or create a custom training program at your offices.

Since 1921, Graduate School USA has partnered with over 125 federal agencies and trained more than one million federal employees. Led by instructors with deep, real-world knowledge of federal regulations, policies, and practices, our private group programs are practical, mission-driven, and tailored to your agency’s objectives. We offer expertise across key federal domains—including human resources, financial management, acquisition and contracting, leadership, and more—to deliver training where and how your team needs it.

Contact Us for Group Training

Fill out the form below and we’ll get back to you within 1 business hour, or email us directly at onsite@graduateschool.edu.

Installments
$79.90	10% non-refundable deposit
$799.00	Total You Pay

Pre-Retirement Planning Course
IDBENE7102

This course includes

Take the certificate path — deepen your expertise.

Schedule & Enrollment: Pre-Retirement Planning Course

Not currently scheduled.

Tuition

Full Tuition

This course includes

Learning Experience Highlights

Training from government‑experienced instructors

Specialized for government & DOD

Real-world solutions

125+ departments & agencies served

Interactive Training

Learn in Real-Time with Small Class Sizes

Live Online Remote, from anywhere

Earn a Certificate of Completion

Pre-Retirement Planning Course Curriculum

What You'll Learn at a Glance

Course Syllabus

Module 1: Overview of Federal Employee Benefits

Module 2: Retirement Systems

Module 3: Health and Life Insurance

Module 4: Thrift Savings Plan (TSP)

Module 5: Leave Policies and Other Benefits

Human Resources Group Training

Contact Us for Group Training

This course includes

Take the certificate path — deepen your expertise.

Schedule & Enrollment: Pre-Retirement Planning Course

Not currently scheduled.

Tuition

Full Tuition

This course includes

Learning Experience Highlights

Training from government‑experienced instructors

Specialized for government & DOD

Real-world solutions

125+ departments & agencies served

Interactive Training

Learn in Real-Time with Small Class Sizes

Live Online Remote, from anywhere

Earn a Certificate of Completion

Pre-Retirement Planning Course Curriculum

What You'll Learn at a Glance

Course Syllabus

Module 1: Overview of Federal Employee Benefits

Module 2: Retirement Systems

Module 3: Health and Life Insurance

Module 4: Thrift Savings Plan (TSP)

Module 5: Leave Policies and Other Benefits

Related Courses: Compare to Pre-Retirement Planning Course

CSRS and FERS Retirement and Benefit Course

Pre-Retirement Planning Course (FERS Participants Only)

Federal Human Resources Management for Supervisors and Managers Course

Federal Employee Benefits Course

Workers Compensation and Disability Retirement Course

Human Resources Group Training

Contact Us for Group Training