eLearning Courses for U.S. Government Agencies

family expenses jigsaw puzzlePlan Your TSP Saving Strategy

TSP, Retirement, & Financial Planning

For FERS, FERS Special,
CSRS, CSRS Special

  • Identify goals and savings needed.
  • Compare tax-smart saving
    — TSP, Roth TSP, IRAs, Roth IRAs.
  • Estimate income needs and savings growth.
  • Estimate Federal and other retirement income.
  • Learn how to invest for short-, intermediate-, and long-term goals.
  • Plan for child education, long-term care, and estate transfers.
  • For Late-Career, plan tax-efficient income — TSP, Roth TSP, other.
  • Make your financial/retirement plan with a step-by-step guide by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.

money calculator

Be Money Smart
— Take Charge Now

Be financially independent.

  • Manage money for your goals.
  • Budget to modify spending and manage credit and debt.
  • Manage risk with insurance
  • Increase savings.
  • Build savings with tax-smart accounts
    — TSP, Roth TSP, IRAs, Roth IRAs
  • Improve financial records
  • Plan your actions with a step-by-step guide by Debbie Mason, a
    CERTIFIED FINANCIAL PLANNER™ professional.

young couple planning money

New Employee Orientation

Customized for FERS
and FERS Special

  • Learn federal benefits to make timely choices.
  • Understand beneficiary designations
  • Evaluate and choose Federal insurance
  • Evaluate and choose Health Savings or Flexible Spending Accounts.
  • Choose to use TSP, Roth TSP, or both.
  • Choose investments for TSP and other savings.
  • AND, begin a financial plan to use Federal benefits for your goals with a step-by-step guide by Debbie Mason, a
    CERTIFIED FINANCIAL PLANNER™ professional.

Plan Your TSP Saving Strategy

Financial Independence

Compare and choose tax-smart savings

  • Identify financial goals and costs.
  • Identify expected retirement income.
  • Choose to use TSP, Roth TSP, IRA, Roth IRA.
  • Learn TSP and IRA contribution limits.
  • For TSP and Roth TSP, calculate:
    • Tax savings for contributions and withdrawals
    • Potential savings growth
    • Potential withdrawals — monthly payments (after taxes).
  • Plan a TSP savings strategy with a step-by-step guide by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.

View Course Library for U.S. Government Agencies


Flexible Online Delivery

  • Internet-based — learn anywhere
  • SCORM and 508 compliant
  • Deliver on any Learning Management System (LMS)

Procurement

Company Info

Woman-owned small business.
Duns #145199332 — CAGE #3ZQX7
NAICS codes:  511210, 518210, 541511, 611430, 611710, 541612


Interested in an eLearning training solution? Contact Us