Retirement and Benefits Planning
Course Name: Financial Planning for Federal Employees
Credits: CEUs: 0.7

Select a Date and Location

Date/Time Location Price  
This course is only available for group on-site training at your location. Please fill out the On-site Request Form located on this page or call 301-749-5600 for more information.

Who Should Attend

All Federal civilian employees are eligible to attend.  It is never too early to plan!  Federal employees of all ages and grade levels need this training.

What You Will Learn

• Assess retirement readiness

• Establish financial goals

• Plan for a sound financial future

• Conduct a financial needs analysis (FNA)

• Create a financial game plan and a financial road map

• Discuss appropriate use of debt and how to manage debt

• Explain how to plan your estate

• Understand your housing choices

• Explain the benefits and drawbacks to paying off your mortgage

• Explain fundamental investment strategies

• Review the Thrift Savings Plans (TSPs) and IRAs

• Discuss earning additional income and its effect on taxes and social security

Why You Should Attend

Will you really be ready to retire when you are eligible? This class will help you maximize your opportunities and determine how much you will need to retire comfortably.  Retirement and other benefits have become much more complicated. The decisions you make now will determine your standard of living later. Learn what is best for you! Our dynamic instructor is an expert who gives you the information that you need to know - in plain English.

Related Courses

Member Login

Already a member? Click here to login.

Fax or Mail Registrations

Please complete the registration form.

Group On-Site Training

Do you want us to bring one of our courses to your location? Then, please complete the on-site request form and someone from our office will contact you shortly.
Sign up to receive our course catalog?
Available Courses | Certificate Programs | Training at Your Location | For Training Officials | Why HRI? | Get Started
Human Resources Institute, 6172 Oxon Hill Road, Oxon Hill, Maryland 20745. General Information:
Contact Us: Tel: 301-749-5600 | Fax: 301-839-6616 | © 2020 Human Resources Institute | Privacy Policy