Financial literacy series webinars now available

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Financial literacy series webinars now available

In October the Robertson Foundation for Government offered two webinars on financial planning for federal employees in collaboration with Serving Those Who Serve. Both events featured Ed Zurndorfer, a Certified Financial Planner and top authority on Federal benefits training. His work is routinely featured in FedSoup, My Federal Retirement and The FedZone.

We are pleased to offer the recordings of both sessions along with additional resources to all who are interested.

Understanding Federal Benefits and Insurance
During this session, you will learn about topics involving the Federal Employees Retirement System (FERS), including FERS annuity, Thrift Savings Plan (TSP), the Federal Employees Health Benefits (FEHB) and Flexible spending accounts.
Session agenda
Webinar recording
Presentation notes and additional resources

Financial Planning and the TSP
In this session, you will learn about topics including: setting financial goals, paying down and managing debts (credit cards, student loans, etc.), reducing one’s 2020 federal income tax liability, fundamental of investing, the importance of contributing to an IRA, and the importance of contributing to the Thrift Savings Plan (TSP).
Session agenda
Webinar recording
Presentation notes and additional resources