Financial Management and Retirement Planning

“Change is the law of life. And those who look only to the past or present are certain to miss the future.”

- John Fitzgerald Kennedy, 1917-1963

FOH provides a variety of financial and retirement planning services. From the basics to the more advanced concepts, our workshops will provide Federal employees and military personnel with an organized and informed approach for a more secure financial future.

Financial Planning Workshop

FOH-ODFM-1401
Overview:
Financial planning for a secure financial future can be a daunting task. It is never too early or too late, however, to put a strategy into play to maximize options and develop a plan. Topics for this workshop include:

Fundamentals of budgeting and financial planning
Managing money and staying out of debt
Tax decision making
Thrift Savings Plans and sound investments
Retirement planning
Estate planning

Duration:
This workshop has one and two day options.

< Back

Long-Range Retirement Planning Workshop

FOH-ODFM-1402
Overview:
“Baby boomers,” those between ages 30 and 50, face unique challenges as they look ahead to retirement. These include increasing life expectancy, changes to Social Security, downsizing, and increasing health costs. This workshop is designed to assist Federal employees to identify retirement goals, implement strategies to increase their retirement savings, and make more informed decisions regarding retirement. Topics include:

Developing career plans and planning a healthy work life
Federal benefits under CSRS, FERS, and Social Security
Thrift Savings Plans and sound investments
Financial management and investment techniques
Health and life insurance needs and benefits
Implications of disability retirement

Duration:
This workshop is generally scheduled to last one day.

< Back

Pre-Retirement Planning Workshop

FOH-ODFM-1403
Overview:
Retirement planning brings forth a whole set of issues to consider that are critical to an employee’s financial future. This workshop helps participants, who are within a few years of retirement, achieve and maintain a successful retirement by developing strategic planning skills and sound financial objectives. Topics for this workshop include:

Components of a comprehensive retirement plan
Financial planning
Retirement benefits under CSRS, FERS, and Social Security
Tax and legal issues affecting retirement
Personal, health, and psychological issues involved in the adjustment to retirement
Planning for estates and wills

Duration:
This workshop is generally scheduled to last one day.

< Back