Mid-Career Financial Planning for Retirement Workshop
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 Yemisi Marshall at email@example.com. Ensure your registration has been approved in the LMS prior to sending.
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