The following are some of our most popular retirement planning seminars offered on-site for Federal agencies. Seminars may also be tailored to meet the needs of employees.

One-day Retirement Planning Seminar for New Federal Employees:
An overview of Federal benefits for new employees and an introduction to financial planning emphasize the importance of early participation in TSP.

Two-day Mid-Career Retirement Planning Seminar for CSRS or FERS Employees:
Employees 10 to 20 years from retirement may attend a mid-career seminar to better understand their Federal benefits and identify financial goals and objectives. A detailed discussion of Federal Retirement Benefits, Insurance Programs, Thrift Savings Plan, and Social Security Benefits is conducted by a Federal Benefits Specialist. A Financial Planner encourages participants to develop a financial plan and provides guidance for investing in the TSP and preparing for retirement. A lecture on lifetime health and fitness emphasizes the importance of taking an active role in physical well being during career and retirement.

Three-day Retirement Planning Seminar for CSRS or FERS Employees:
CSRS or FERS employees within 10 years of retirement may choose this three-day comprehensive seminar to help make decisions regarding Federal benefits and plan for the retirement years. In addition to the topics described above for mid-career employees, this seminar will also include presentations on estate planning and the psychological transition into retirement.

For additional information or to schedule a seminar, please e-mail This e-mail address is being protected from spam bots, you need JavaScript enabled to view it  or call 301-249-3877.