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 more than 10 years from retirement eligibility. View a sample schedule for this seminar.

The following topics will be covered:

  • Calculation of estimated income and expenses in retirement
  • Investment and savings options
  • Wills and trusts
  • Healthcare and health issues
  • Powers of attorney
  • 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
  • Taxes in retirement
  • Federal long-term care programs for parents, spouses, and employees.

How to Register:
Department of State employees can enroll online via the Department's OpenNet 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: Contact the Office of the Registrar at FSI (Tel: 703-302-7137; Email:

Course Dates
November 12–13, 2014
January 13–14, 2015
May 5–6, 2015
June 10–11, 2015