Participants develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
This course is self-paced and need not be taken all at one time. Completion time depends on previous knowledge and time spent viewing in-depth resources and writing a personal financial plan.
1 course
This course is customized for non-federal retirees with 403(b)s, 457(b)s, 401(a)s, 401(k)s, and IRAs and federal retirees with no Thrift Savings Plan (TSP). Federal employees with a TSP should take course 150.
Interactive, self-paced, training in investment and cash flow planning for retirees. Create your tax smart retirement cash flow strategy to have more after-tax money to spend, avoid stealth taxes, and transfer assets efficiently to heirs. Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER professional.
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.