Mid-Career Financial Planning for Retirement Workshop

Important Information from the NIH Training Center

It is our honor to serve you. Please note that while our scheduled FY 25 classes are available for registration in our course catalog, many classes will only proceed when HHS lifts the current procurement hold on external purchases. In the meantime, NIHTC is receiving registrations as approved by IC final approvers. As always, NIHTC will refund tuition for any classes that we cancel. If you have questions about your IC’s budget, we advise that you consult with your IC leadership to abide by their budgetary guidance.

Course Number
NIHTC5814
Description

This 2-day workshop is designed for the Federal Employee Retirement System (FERS) employees who are 15-20 years away from retirement from Federal service, or who have entered Federal service mid-career. It will provide participants a comprehensive look at the federal benefits and an understanding of financial planning options and strategies for success.

Key Topics

Please note that this class is not eligible for CLPs.

  • Understand the benefits package.
  • Explore financial components and planning for retirement.
  • Review leave, healthcare, life insurance, and especially TSP benefits.
  • Identify the requirements for retirement eligibility while examining creditable service.

Audience

This class is for FERS employees 15-20 years away from retirement eligibility.