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Thrift Savings Plan, Retirement, and Financial Planning
Online Training for the Federal Workforce
- Individual Federal Employee Financial Solutions
- Have Enough Money?
- Early-Career?
- Mid-Career?
- Late-Career?
- Take Charge Now
- Your Investment Strategy
- Your Financial Plan Steps
-
Federal and Defense Agency Training Solutions
- Financial Education Tool
- Cost-Effective
- Easy LMS Delivery
- Procurement Options
- E-Training Curriculum Now Available
- Written for Federal
- Why Take this Training?
- At Each Career Stage
- Civil Service Courses
- Military Courses
Your Tool for Providing Financial Literacy Education
Our Financial and Retirement e-Training
- Is custom-designed for Federal retirement systems.
- Improves employees' retirement readiness at three career levels:
. . . Early-, Mid-, and Late-Career. - Meets the diverse needs and knowledge of each participant.
- Is taught by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional with expertise in Federal benefits.
Participants will:
- Create a personal financial plan to use the Thrift Savings Plan (TSP) and other investments to support their standard of living.
- Describe visions of their desired lifestyle before and after retirement.
- Consider health factors that affect lifestyle and life expectancy.
- Estimate their federal annuity and other potential income.
- Estimate their income needs and calculate the growth of their savings.
- Learn to choose TSP funds and other investments.
- Learn to manage their TSP and evaluate withdrawal options.