Mid-Career Financial Planning for Retirement Workshop

Course ID: 

Are you a FERS employee with 5-20 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.

This class is for FERS employees 15-20 years away from retirement eligibility, when employees should begin making financial decisions about retirement goals. Emphasis is placed on the TSP as this will be a significant portion of the FERS employees retirement benefit.

As a courtesy participants spouses can attend at no additional cost. Spousal attendance is not guaranteed and is strictly on a first requested basis due to space limitations. If you would like your spouse to attend send your request to Jessica Whitaker at jessica.whitaker@nih.gov. Ensure your registration has been approved in the LMS prior to sending.

Key Topics: 

Please note that this class is not eligible for CLPs.

  • Understanding the benefits package * Exploring the requirements for retirement eligibility * Examining what is creditable service * Reviewing leave, healthcare, and life insurance benefits * Reviewing annuity calculations * Exploring financial components of retirement Reviewing TSP benefits
Course Offerings
Start Date End Date Location Cancellation Deadline IC Price Register
Mon, 11/18/19, 9:00am Tue, 11/19/19, 4:00pm Three White Flint 11601 Landsdown Street - Room WF3 Mon, 10/28/19 $305
Mon, 02/10/20, 9:00am Tue, 02/11/20, 4:00pm Building 45 - Natcher Conference Center 45 Center Drive - Room 1014 (NT1) Mon, 01/20/20 $305