Mid-Career Financial Guidance Workshop

Mid-Career Financial Guidance Workshop Are your employees paying enough attention to their retirement plans and the pre-retirement preparation they must accomplish? This extensive program aids employees in several critical areas, helping them focus on benefits and retirement issues.


Who should attend this workshop?

This workshop is appropriate for mid-career employees to those within ten years of retirement. It is also recommended for employees who have never attended an extensive benefits or comprehensive financial planning workshop.




What does this workshop cover?

  • Financial planning components
  • FEGLI
  • CSRS/FERS benefits
  • Disability benefits
  • Government annuity payments
  • Social Security
  • Thrift Savings Plan
  • Disability Benefits
  • Long term care
  • Financial management
  • Risk management
  • Retirement planning
  • Investment strategies
  • Tax planning
  • Estate conservation

How does this workshop help your employees?

According to the Employee Benefit Research Institute's 2008 Retirement Confidence Survey, 43% of workers guess at how much they will need to save and accumulate for retirement. Many people lack an understanding of how the financial world works and how to make their money work effectively for them. This program was customized with that in mind and provides a well-rounded overview of employees' benefits and financial issues. This workshop will aid employees in making sound decisions regarding their benefits and their future retirement.

Workshop Specifics:

This workshop is available in two versions: a one-day or two-day. The workshop can be customized to meet your agency's requirements. The comprehensive workbook contains a very helpful resource section and a glossary of terms section.

"Nice, straightforward, easy pace. The speakers were well versed in government perspectives which is seemingly rare when talking with financial people."

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