Financial Literacy and Retirement Online Training

Written for the Federal workforce

• Custom-designed for Civil Service and Military retirement systems
  (FERS, FERS Special, CSRS, CSRS Special; Military High-3, Final Pay, CSB/Redux).
• Courses for three career levels: Early-, Mid-, and Late-Career.
• Taught by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional and Federal benefits expert.
• Up to date for Federal benefits, TSP, tax laws, and investment returns.
• SCORM- and 508- compliant.
• Courses teach Federally-Mandated Financial Literacy AND retirement planning.
• View printable flyer for TSP, Retirement, and Financial Planning.

In these courses, participants will:

• Use the skills they learn to write a financial plan, with a step-by-step guide from a CERTIFIED FINANCIAL PLANNER™.
• Gain critical financial planning skills and learn about federal benefits.
• Learn to balance risk and return for short-, intermediate-, and long-term goals.
• Learn how to choose investments, including TSP funds: G, F, C, S, I and L.
• Plan a tax strategy for the TSP, IRAs, TSP Roth 401(k) coming in 2012, and others.
• Estimate their income needs and calculate the growth of their savings.
• For late-career, learn how to choose withdrawals for TSP and other accounts and how to create a tax-efficient cash flow strategy for lifetime income.