| May
2008
Start
Your Investment Habit Now!
BY: Arthur Stein, CFP |
If
you coordinate training for your agency, you can choose from a
wide range of benefits and financial planning seminars for your
employees. We also offer training designed to meet the needs of
your audience. Read on to see a list and descriptions of our most
popular agency-based training seminar packages NITP offers a variety
of training options for government and law enforcement agencies.
Following are some seminar formats that NITP has presented with
great success:
1-Day
Financial Planning for New FERS Employees - seminar
details
This class will provide the
basic information needed so that employees can maximize their
options. It also includes an in-depth discussion of the TSP.
The instructor will explain the funds, interfund transfers,
explain how to obtain a loan, how to access your TSP information,
and how to invest beyond the TSP. |
1-Day
Employee Benefits (FERS or CSRS ) - seminar
details
Benefits, investments in the TSP, and
other financial decisions have a significant impact on Federal
employees’ retirements. This course will discuss the
short- and long-term implications of benefits decisions on
retirement planning. Adequate time is allotted for questions
and answers. |
1-Day
Financial Planning - seminar
details
Many employees find it helpful to set financial goals for
their retirement long before they become eligible. Planning
ahead for investments, medical care or housing is not only
practical but wise. This course provides an overview of financial
goal-setting to help eliminate surprises or anxiety about
finances in retirement. |
2-Day
Mid-Career Planning - seminar
details
The class includes a detailed look at the TSP. Some aspects
of Federal service to be discussed include what benefits employees
would retain upon leaving the Government before retirement,
what benefits are available to family members if an employee
dies before retirement, and how a break in Federal Service
affects future benefits. |
2-Day
Planning for Retirement - seminar
details
Planning a smooth transition into retirement prompts many
questions. This seminar discusses considerations necessary
for planning for retirement, including Federal benefits options,
best retirement dates, TSP withdrawal concerns, Social security
eligibility, military service, survivor benefits, and financial
and tax planning questions. |
2.5-Day
Planning for Retirement - seminar
details
This seminar discusses considerations necessary for planning
for retirement, including Federal benefits options, best retirement
dates, TSP withdrawal concerns, Social security eligibility,
military service, survivor benefits, financial and tax planning
questions, and life after retirement. |
3-Day
Planning for Retirement - seminar
details
This seminar discusses considerations necessary for planning
for retirement, including Federal benefits options, best date
to retire, TSP, Social Security eligibility, military service,
financial and tax planning, health and fitness concerns, estate
planning, and the psychological aspects of retirement.
|
3-Hour
Long-Term Care - seminar
details
The instructor will address how benefits are paid, how to
qualify, what age to purchase. Students will gain an understanding
of: home health care, assisted living, underwriting, inflation
adjustment, maximum daily benefits, elimination periods, etc. |
2
-Hour FSA (Flexible Spending Accounts) - seminar
details
Federal FSA program will allow eligible Federal employees
to pay (using a portion of their salary) for certain benefits
with "pre-tax" dollars before Federal and state
income, Social Security and Medicare taxes are withheld. There
are two types of FSA's - Health Care and Dependent Care. |
2-Hour
Thrift Savings Plan
- seminar
details
This briefing is an overview of the Federal Investment Program
and covers the nuts and bolts of the Thrift Savings Plan.
|
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