Taking Control of your Finances – This class is designed to help individuals strengthen their financial future by adopting key steps in the financial planning process. Through cash management, investment and retirement planning, this program can help you develop realistic goals to overcome common roadblocks that we face every day. It focuses on the importance of having discipline when saving money and examines how to maximize your FERS and TSP pensions. This class is intended to educate and motivate participants, who have more than 10 years before they are eligible to retire, on the importance of putting their money to work in order to build a healthy nest egg.
Retirement Planning: Projections vs Reality - Planning for your retirement is more than knowing your monthly income, it’s about understanding the challenges you may face and ways to plan around them. Retirement planning includes investments like the TSP and the development of strategies to evaluate and implement a successful withdrawal strategy. This program looks at the new TSP withdrawal provisions and how they will impact you. In this class we will review your sources of income, look at ways to determine retirement readiness and outline the biggest threats to your future in retirement. This class is intended to educate participants who have less than 10 years before they are eligible to retire.