Best training seminar I have ever taken. Congrats to whoever put it together.
Military District of Washington -USAPA

Now I can really plan for retirement and get my house in order.
Financial Management Service

Speakers were excellent, funny, stimulating.
National Endowment
for the Arts

Excellent presentations. I highly recommend this seminar.
Office of the Comptroller
of the Currency

Most valuable time in training I've spent in 25 years of professional life.
Military District of Washington

Course material and presenters were superb.
Navy
- Chief of Naval Operations

This course was highly recommended to me, and I would recommend it to others.
Defense Logistics Agency

 
 

Course Outlines of some of our Popular Programs

Retirement Planning:
Course Length: 2 or 3 days

Transition Perspectives, Financial Planning, Federal Benefits, Social Security, Medicare, Legal Issues, and Healthy Living
>>Full Course Outline - 2day
>>Full Course Outline - 3days

Long Range Planning:
Course Length: 2 days

Financial Planning, Federal Benefits and Legal Issues >>Full Course Outline

Mid-Career Perspectives:
Course Length: 2 days

Financial Planning, Investments, and Career Planning >>Full Course Outline

Financial Planning and the Thrift Savings Plan (TSP):
Course Length: 1 day

Managing Finances, Investment Planning, Understanding the TSP, Budgeting and Diversifying Assets >>Full Course Outline

Financial Planning and Federal Benefits:
Course Length: 2 days

One-day Financial Planning and the TSP program coupled with a day devoted to Federal Benefits (CSRS, FERS), Social Security and Medicare.
>>Full Course Outline

Long Term Care (LTC) Seminars:
Course Length: 1/2 day or full day

Basics of LTC insurance, how it works, tax issues, FLTCIP eligibility requirements >>Full Course Outline

Financial Planning for New Employees:
Course Length: 1/2 day

Setting goals, Budgeting, Managing Debt, Investment Planning, insurance needs and the Thrift Savings Plan (TSP)
>>Full Course Outline

FERS Benefits Seminar:
Course Length: 1 day

Eligibility, Creditable Civilian/Military Service, Annuity Computation, TransFERS from CSRS, Disability, Survivor Benefits, FEGLI, FEHB, TSP, Social Security and Medicare >>Full Course Outline

Federal Flexible Spending Accounts (FSA):
Course Length: 2 hrs

How does FSA work? Who can benefit? Tax implications and other benefit programs affected by FSA >>Full Course Outline

 
5510 Cherokee Avenue, Suite 120, Alexandria, VA 22312
Phone: 703-256-4220 | Fax: 703-642-1088 |
info@planprograms.com