Customized for FERS employees in FERS Special (includes Firefighters, Law Enforcement Officers, Air Traffic Controllers, Military Reserve Technicians, members of Congress, and Congressional employees.) 

Interactive, self-paced, training in the Thrift Savings Plan (TSP), retirement, and financial planning for employees with more than 25 years to retirement. Get off to the right start. Establish sound money management skills. Invest early to put money and time to work. Time is on your side if you start now – small investments have time to grow.

• Develop a Personal Financial Plan with a step-by-step guide written by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional.
• Learn about your Federal benefits.
• Plan a tax-smart saving strategy for TSP, Roth TSP, IRAs, and college savings. 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.