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TSP PLANNING FOR RETIREMENT

The TSP Retirement PivotTM Workshop

Retirement training for FERS employees who want to more skillfully manage TSP saving, investing and withdrawal decisions for their career, pre-retirement and retirement stages. 

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Course No. CTFL02

2 Evenings

$200

Live Virtual + Video Replay

TSP PLANNING FOR RETIREMENT

Workshop description

If you’ve ever felt like you’ve been shoveling money into your TSP for years, but you’re not sure if you’re doing everything you should be for retirement, you’re not alone.

The idea of saving for retirement is simple on the surface—but a lot of employees feel a bit lost when it comes to managing TSP contributions, tax treatment (Traditional or Roth), how to invest in the funds and what to do with their account in retirement.

This live virtual training takes the complexity out of these crucial decisions in each of the career, pre-retirement and retirement stages.  Using a step-by-step process, common-sense explanations, and lots of sample calculations, we’ll show you how you can skillfully manage important TSP saving, investing and withdrawal decisions, including income taxes.  We’ll also help you to understand how the recent TSP Modernization Act and SECURE Act can impact your retirement nest egg today and well into the future.

You'll learn how to confidently evaluate your options and select the one(s) that can help you achieve security, satisfaction and independence in retirement in a supportive educational environment with no annuity or financial selling.  You'll be poised to "cross the finish line" with a greater confidence and solid resources to refer back to time and time again.

Live training is conducted by an experienced virtual instructor with a full-time moderator and a video producer to ensure a high-quality learning experience. Live Q & A discussion with instructor is available during each session.

The workshop is recorded and video replay will be available in the student portal for 90 days.

 
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Class Schedule

Two Evenings

May 25, 2021
May 27, 2021

4:00 PM - 7:00 PM Pacific
6:00 PM - 9:00 PM Central
7:00 PM - 10:00 PM Eastern

Virtual Training

Computer / Smart Phone / Tablet

Audio Connection

Device Speaker or Conference Line

Downloadable Workbook

Download PDF workbook in student portal

Recording

90-Day Video Replay Access

$200

Course CTFL02


Gov't 
Funds
Accepted

 

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Have questions? Give us a call:  ☎  888-958-0167

Government Funds Accepted | Click to Download SF 182 Here

What people are saying

"You can do and redo it at your own speed. The tools and links are invaluable. The instructor was super and very approachable!!!"

Bailey S.
Virtual training student

“Good examples and resources. Ability to ask questions and receive timely responses. Access to all questions from other participants.”

Mary M.
Virtual training student

 

"Tremendous resource to understand retirement benefits."

Patrick K.
Virtual training student

Your Instructor

Kelly L. Monroe 

Kelly Monroe is a well-respected Federal retirement benefits trainer who is equally "at home" in the virtual classroom as well as in-person training.  She has been teaching employees for over a decade and is known for her approachable and caring teaching style, easily understood illustrations, and in-depth benefits knowledge. 

The FERS BlueprintTM Retirement Training System, founded by Kelly, is the culmination of her extensive Federal retirement planning background coupled with simple, concrete lessons that reach all types of adult learners—verbal, visual and hands on.

 

Our Guarantee

100% Money Back Guarantee 

If you are not completely satisfied with your purchase, we will promptly refund your money, no questions asked, if the email request is made within 7 days of the first live training date.  Send an email to:  [email protected].

No Financial Solicitations 

No financial,  annuity or life insurance selling or other solicitations permitted.

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Have questions? Give us a call:  ☎  888-958-0167

FERS BlueprintTM is an educational division of The Monroe Team, Inc. DUNS Number: 032 057260. CAGE Code: 735L3. NAICS Code: 611710 Educational Support Services. Woman-owned, small business.

FERS BlueprintTM is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. FERS BlueprintTM is educational only. No specific financial, retirement nor tax advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM) Retirement Office, Thrift Savings Plan, Social Security, Medicare, Internal Revenue Service, your legal, tax and/or other advisor(s).