BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!
Course Overview
This 2 day Financial Planning for Early-Career Retirement course extensively covers all aspects of Federal retirement and benefits planning and provides valuable insight that reduces the complexity in retirement planning. After this course, employees will better understand the benefits package, requirements for retirement eligibility, creditable service, leave review, healthcare and life insurance benefits, annuity calculations, reviewing TSP benefits, and a significant focus on the financial components of retirement and financial planning. At the completion of this course, participants will be able to:
- Understand early retirement options, eligibility, and benefits for federal employees.
- Evaluate financial readiness, including savings, investments, and federal retirement benefits.
- Set clear early retirement goals aligned with lifestyle and financial priorities.
- Build a solid financial plan covering budgeting, saving, and investing strategies.
- Maximize federal benefits such as TSP contributions and pension options.
- Explore healthcare and insurance choices for early retirees.
- Apply smart tax and investment strategies to sustain early retirement income.
- Plan lifestyle transitions and maintain purpose beyond federal service.
- Ensure long-term financial security through careful planning and risk management.
- Access federal tools, resources, and expert guidance for personalized planning.
Schedule
Currently, there are no public classes scheduled. Please contact a Phoenix TS Training Consultant to discuss hosting a private class at 301-258-8200.
Course Outline
Module 1: Financial Planning
Module 2: Your Retirement Benefits and Insurance Programs
Module 3: Social Security Benefits
Module 4: Federal Employees Retirement Systems (FERS)
Module 5: Medicare
Module 6: Thrift Savings Plan (TSP)
Module 7: Savings and Investing
Module 8: Early Career Retirement Challenges
BONUS! Cyber Phoenix Subscription Included: All Phoenix TS students receive complimentary ninety (90) day access to the Cyber Phoenix learning platform, which hosts hundreds of expert asynchronous training courses in Cybersecurity, IT, Soft Skills, and Management and more!
Phoenix TS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints re-garding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
