Retirement, Benefits, & Financial Planning for Late Career FERS Employees
Planning Inc. will provide sound advice and guidance to navigate thru the federal retirement and benefits system. This course will cover a variety of financial planning topics and strategies such as: Qualified Retirement Money (TSP, IRA’s, 401K, etc.); Retirement Benefit Analysis; Asset Allocation, Tax and Estate Tax Strategies; Disability, Health, and Life Insurance; Emergency Fund; Long Term Care; Medicare/Medicaid and Non-Qualified Investment Strategies.
Audience: Federal government employees under the Federal Employee Retirement System (FERS) who are in the latter stages of their federal careers (with five or less years before retirement).