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

Select a Date and Location

Date/TimeLocationPrice 
August 7, 2019
9am-4pm
$435.00 Register
September 13, 2019
9am-4pm
$435.00 Register

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.

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