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 over 10 years to retirement.  Establish sound money management skills. Build an emergency fund. Invest early to put money and time to work. Learn how to manage money for short-term goals and invest with a long-term strategy. 

• 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