Customized for those in the Blended Retirement System (BRS) - those who entered service after January 1, 2018 OR those who switched from Legacy to BRS.

Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for military members with 10-25 years to retirement. Don’t procrastinate — it will be hard to catch up. Expand priorities to meet changing family needs. Learn how to manage money for short-term goals and invest with a long-term strategy. Maximize contributions to your retirement savings so they can grow before you need them.

• Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional.
• Plan a tax-smart saving strategy for TSP, Roth TSP, IRAs, and college savings.
• Compare mutual funds and exchange-traded funds (ETF’s).
• Itemize current and planned savings.
• Calculate potential savings growth to see if you need to save more.
• Learn potential risks and returns of cash, bonds, stocks, and international investments and their related TSP funds (G, F, C, S, and I).
• Learn how to balance risk and return and how to choose and allocate investments for short-, intermediate-, and long-term goals.
• Evaluate TSP L funds to decide if you will use them.
• Learn key estate planning steps.

Certified Financial Planner Board of Standards Inc. owns the certification mark above which it awards to individuals who successfully complete initial and ongoing certification requirements