Mid-Career Financial Planning for Retirement Workshop

Course Number

PLEASE NOTE THIS COURSE IS ONLY OFFERED AS A CLOSED ENROLLMENT, please contact your AO to ask whether the NIHTC can bring this to your location... exclusively for your specific team or IC!

Are you a FERS employee with 15-20 years of Federal Service, or entered Federal service mid-career? If so, then this Mid-Career Planning class is recommended for you. Though retirement is further down the road for you, take this comprehensive two-day workshop to gain an understanding of your federal benefits while identifying financial planning strategies for success.

Key Topics

Please note that this class is not eligible for CLPs.

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


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