- Understanding Cash, Debt and Investments
- A Retirement Overview
- FEGLI, Life Insurance and You
- TSP- Its Role in Retirement Planning
- Finding a Financial Advisor/Planner
- Insurance and Estate Considerations
- Long Term Care
- CSRS Benefits Review
- FERS Benefits Review
- Custom Training Developed on Request
- College Planning Solutions
- Roth Conversion
One Day Seminars for Early and Mid-Career Employees
- You select the topics that your agency wants
- Full day classes allow for more in-depth discussion and give the employees the big picture. When they see it all at once, they better understand how it all interrelates
- Integrates case studies and exercises to reinforce key learning points
- Available whenever you need them; we are extremely flexible in scheduling
- Offered at a price point that does not require a formal bidding process
Key Advantages to a One Day Seminar:
The one day format allows you the opportunity to get a wide variety of financial and benefits training for the early and mid-career employee. Having a full day devoted to a blend of benefits and financial literacy topics gives the employee exposure to important subject matter that can have a profound impact on their work place satisfaction and financial stability, both of which increase overall productivity. This is a cost effective way to energize your training program, especially in an era of decreased funding.
Available Topics Include: