1-Day
Financial Planning
Who
Should Attend: Any Federal employee interested in financial
planning
Course
Length: One day or 6-7 hours of instruction time
What
You'll Learn: Many employees find it helpful to set
financial goals for their retirement long before they become
eligible to retire. Planning ahead for investments, medical
care or housing is not only practical but also wise. This course
provides an overview of financial goal-setting to help eliminate
surprises or anxiety about finances in retirement.
Topics
Covered:
Establishing Financial Goals
Setting Retirement Goals
Developing a Budget
Managing Debt - Credit Cards
Secrets for Successful Saving
Pros and Cons of Paying Down A Mortgage
TSP
-The basics
-Borrowing from the TSP
-Overview of the Funds
-Determining TSP Allocation between Funds
-Withdrawing a TSP at retirement
Investing
Beyond the TSP - Cash, Bonds, Stocks
Balancing Risk and Reward
Understanding Mutual Funds
Social
Security
Voluntary Contribution (CSRS)
