Mid-Career Retirement Planning Course (RV 105)

The course is designed as a retirement "check-up" for mid-career U.S. government employees from the State Department and other U.S. government agencies who are between 10 and 15 years from retirement. 

The following topics will be covered: calculation of estimated income and expenses in retirement, investment and savings options, wills, trusts, durable and healthcare powers of attorney, living wills, age and service requirements for retirement eligibility, how to calculate estimated annuities, considerations for annuities for surviving spouses, determining what to do and where to live in retirement, health issues as one ages, taxes in retirement and the federal long-term care program for parents, spouses and employees.

See sample schedule

How to register: 

Dept of State employees: can enroll online via the Department's internal OpenNet at or submit a DS-755 Request for Training form and authorization through your bureau training office. Foreign Service employees assigned overseas can request their Career Development Officer to enroll them.

Other U.S. Government employees: Other U.S. Government personnel are requested to contact their training officed for instructions. Non-State employees should use the Standard Form 182 Authorization, Agreement and Certification of Training. The completed SF-182 may be faxed to the Registrar at (703) 302-7152 or mailed to the following address: George P. Shultz National Foreign Affairs Training Center, Foreign Service Institute, U.S. State Department, Washington, DC 20522-4201. Additional information can be obtained by calling the Office of the Registrar at (703) 302-7429/7144, Fax (703) 302-7152.

Non-State tuition rate: $280

2008 Dates
Feb 20 - 21, 2008
May 14 - 15, 2008
June 24 - 25, 2008

2009 Dates
January 28-29, 2009
May 20-21, 2009