Financial Planning

Course Description

Financial Planning is daunting task for most people. For Federal employees, financial planning is made more challenging by the complexity of their employee benefits. The Financial Planning for Federal Employees (or Federal Financial Literacy) seminar provides employees with a basic understanding on the principles of financial and retirement planning within the context of the OPM led Federal Financial Literacy Initiative.

Course Objectives

After attending this seminar, attendees will understand the need for financial planning and how to create a financial plan. They will learn financial principles such as budgeting, saving and investing, credit and debt management, and estate and tax planning. They will understand the importance of the TSP toward their retirement and be equipped with sound investment strategies for best leveraging what TSP has to offer. Finally, they will understand how their Federal employee benefits fit within the overall construct of a financial plan.
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