Customized for non-federal workers and retirees in business, local government, schools, and tax-exempt organizations with 401(k), IRA, SEP IRA, SIMPLE IRA, 403(b), 457(b), 401(a) plans.

This course provides interactive, self-paced, training in financial planning and money management. You will learn ways to achieve your financial goals and prepare yourself and your family for financial wellbeing. You can to use the financial planning tools provided to:

• Plan steps to manage cash flow.
• Manage credit and debt.
• Manage risk with insurance.
• Evaluate assets and liabilities.
• Increase savings.
• Build savings with tax-smart retirement savings accounts: 403(b), 457(b), 401(a), 401(k), IRA, Simplified Employee Pension (SEP) IRA, and SIMPLE IRA.
• Improve financial records.
• Plan your actions with a step-by-step guide 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.