Why Take This Training?
- Courses are customized for your civil service or military retirement system
(FERS, FERS Special, CSRS, CSRS Special, High-3, Final Pay, CSB/Redux). - You will gain critical financial skills and learn about Federal benefits.
- You will learn how to choose and allocate investments for TSP and other Savings.
- You will evaluate tax benefits of TSP, Roth IRA, TSP Roth 401(k), and more.
- For Late-Career, you'll learn how to choose TSP and other account withdrawals.
You will develop a Personal Financial Plan
Guided by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
Use the financial planning skills you learn to develop a plan to use your Federal annuity, TSP, and other financial sources to meet your current and future goals.
Self-paced learning offers more than a live seminar
- Learn at your own pace and concentrate most on topics of interest.
- “Self-tests” in each module can be used to check understanding.
- Web site resources can be used now and in the future.
Interactive — 24/7 access — Learn anytime!
