PLANNING, Inc. is a minority owned, service disabled, veteran owned small training company specializing in human resource needs with particular emphasis on providing information to government employees on their federal retirement benefits, financial and estate planning, lifestyle transition and health in retirement. We have organized and delivered over 3,700 programs to 70 different federal agencies since 1982 reaching more than 115,000 participants. In addition to these programs, we provide one-on-one retirement benefits counseling for federal employees when requested by their agencies.
II. Seminars
Our seminars are flexible and are tailored to meet the needs of our client agencies. They are delivered by subject matter professionals using mixed audio/visual support and organized around the following specifically designed modules (seminar length and topics selected by agencies):
• Federal Retirement Benefits
• Financial Planning and the TSP
• Tax and Estate Planning
• Health and Wellness
• Transition Planning
Other seminar features:
• Comprehensive, customized, easy-to-understand resource materials
• Excellent customer service including assistance with advertising
• Interactive dialog between instructors and students
• Spouses attend free of charge
III. Client Agencies
Planning, Inc. has been conducting Pre-Retirement Planning, Mid-Career Planning and New Employee Orientation seminars for over 29 years. Many of our client agencies have been with us for over 12 years. References can be provided upon request. Some of the agencies with whom we are associated include:
• Department of the Treasury
• Library of Congress
• Department of Defense (Army, Navy)
• Department of the Interior
• Department of Health and Human Services
• Department of Homeland Security
• General Services Administration
• National Geospacial Intelligence Agency
IV. Address, Contact and Profile Information
Virginia Office
Texas
6800 Versar Center, Suite 450
Springfield, VA 22151-4177
Tel. 703-256-4220 - Fax 703-642-1088
