eLearning Courses for U.S. Military

Service man with cash

TSP, Retirement, & Financial Planning

For Hi-36, CSB/Redux, Blended

  • Identify goals and savings needed.
  • Compare and choose tax-smart saving
    — TSP, Roth TSP, IRAs, Roth IRAs.
  • Estimate income needs/savings growth.
  • Estimate 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
  • 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.

financial independence

Plan Your TSP
Saving Strategy

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.

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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