eLearning for U.S. Government Employees

Learn. Create a Plan. Shape your Financial Future.

Interactive Financial eLearning

Interactive financial eLearning courses that help you develop practical money management, investing, and retirement planning skills so you can make informed financial and retirement planning decisions. Courses are always current for tax laws, returns, tax-smart saving plan rules. Courses are customized for U.S. government retirement, the Thrift Savings Plan (TSP) and IRAs.

You can create personal action plans tailored to your goals with guides provided by Debbie Mason, a Certified Financial Planner™ professional.

Money Management Financial & Retirement Planning Career Change
Federal Employee
More Than Online Videos

What makes Dmason Financial Different?

Every interactive eLearning program is designed to help you build practical financial skills through engaging planning exercises and trusted resources.

Interactive eLearning

Interactive eLearning

Learn by doing by entering your personal goals and savings into worksheets and calculators.

Financial Plan

Create Your Plan

Complete plan steps throughout each course and finish with your personal financial action plans.

Resources

Lifelong Resources

Continue learning with helpful references and trusted websites you can return to at any time.

Confidence

Financial Confidence

Develop practical money management and investing skills so you can make informed financial decisions.

Read More
Money Management Programs

Choose Your eLearning Course

To improve your financial knowledge and money management

Money with shining lightbulb

Be Money Smart

Build strong money skills.

  • Budgeting
  • Emergency Funds
  • Credit and Debt
  • TSP and IRA Basics

Make your plan with a
step-by-step guide.

Learn More and Enroll
emergency

Build Your Rainy-Day Fund

Prepare for unexpected disasters.

  • Saving, spending, debt
  • Safe savings options
  • Emergency fund use
  • Savings withdrawal without loss

Build your fund with a
step-by-step guide.

Learn More and Enroll
TSP planning graph

Plan Your TSP Strategy

Choose tax-smart savings.

  • TSP, Roth TSP, IRA, or Roth IRA
  • Tax-smart contribute & withdraw
  • Potential savings growth
  • After-tax monthly payments

Make a plan with a
step-by-step guide.

Learn More and Enroll
Retirement Systems

Customized for U.S. Government Retirement Systems

FERS
Federal Employees Retirement System (FERS)

Employees in FERS were hired after January 1, 1987 OR switched from Civil Service Retirement System (CSRS) to FERS.

FERS Special
FERS Special Retirement System (FERS Special)

FERS Special includes FERS employees that are Firefighters, Law Enforcement Officers, Air Traffic Controllers, Military Reserve Technicians, members of Congress, and Congressional employees.

CSRS
Civil Service Retirement System (CSRS)

CSRS employees were hired before January 1, 1987.

Financial & Retirement Planning

Choose your eLearning Course

To improve your financial and retirement planning

Grow Savings graph

TSP, Retirement, and Financial Planning

Early- or Mid-Career (more than 10 years to retirement)

Learn TSP, tax-smart investing, and retirement planning.

  • Identify goals and savings needed.
  • Learn about your Federal benefits.
  • Plan a tax-smart saving strategy for TSP, Roth TSP, and IRAs.
  • Choose and allocate investments for your goals.
  • Estimate savings growth and retirement income.

Make your plan with a step-by-step guide.

Choose your Course to Learn More and Enroll

105 — FERS 108 — FERS Special
Grow Savings graph

TSP, Retirement, and Financial Planning

Late-Career (within 10 years of retirement)

Learn more than at a pre-retirement seminar.

  • Maximize contributions to retirement savings before you retire.
  • Eliminate remaining debt.
  • Estimate retirement income needs and potential income..
  • Choose and allocate investments for inflation-adjusted income.
  • Evaluate withdrawal options and potential income from savings.

Make your plan with a step-by-step guide.

Choose your Course to Learn More and Enroll

101 — CSRS 103 — FERS 104 — FERS Special
Career Change

Choose the eLearning Course

That fits your situation

new employee icon

New Employee Orientation

Learn Federal Benefits to Make Timely Choices

  • Learn federal benefits to make timely choices.
  • Understand beneficiary designations.
  • Understand Federal insurance options.
  • Choose to use TSP, Roth TSP, or both.

Begin a financial plan to use Federal benefits for your goals.

Choose your Course to Learn More and Enroll

121 — FERS 122 — FERS Special
Retirees

Prepare for a Sudden Job and Life Change.

Plan for cash flow and income changes.

  • Adjust spending and increase savings.
  • Plan for income changes.
  • Learn how to use savings without losses.
  • Learn ways to create side income.

Make your plan with a step-by-step guide.

Learn More and Enroll

Start now to improve your financial future

View individual eLearning for: U.S. Government | U.S. Military | Business, Local Government, Schools, Tax-Exempts | Retirees