Mid-Career Financial Planning for Retirement Workshop

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.

Class Registration Process

When you register for a class, you will be automatically placed on a waiting list. A message "No Seats Available" will appear. Select YES, Continue Registration. Once the course is approved by your manager and final approver, you will successfully be registered if a seat is available. This new process helps avoid enrollment errors. Watch our video to learn more or visit our Course Registration page.

Upcoming Offerings

January

  • Start Date
    Wed, 01/29/25, 9:00am EST
    End Date
    Thu, 01/30/25, 4:00pm EST
    Location
    Virtual
    Cancel Deadline
    Wed, 01/08/25
    IC Price
    $350
    Register

April

  • Start Date
    Tue, 04/22/25, 9:00am EDT
    End Date
    Wed, 04/23/25, 4:00pm EDT
    Location
    Virtual
    Cancel Deadline
    Tue, 04/01/25
    IC Price
    $350
    Register

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