Building Financial Security

 Upcoming LIVE 2-Day Sessions:
  • October 9-10, 2020; 9 AM - 5 PM EST
  • November 17-18, 2020; 10 AM - 6 PM EST
  • December 10-11, 2020; 10 AM - 6 PM EST

Course Description

Building Financial Security was designed specifically to provide the knowledge, skills, and tools needed to create a successful retirement.

This course was designed to complement the traditional retirement training provided by employers and plan sponsors--go beyond and provide the missing pieces required for creating long-term financial security for you and your family.

In this engaging and highly interactive training you will understand the important decisions you need to make now and at retirement for Annuities, 401k/Thrift Savings Plan (TSP)/SEP IRA/IRA, Social Security, and retirement benefits. You will gain an expanded knowledge of Financial Planning and Risk Mitigation.

Remove confusion and get real answers to your most critical questions.

Download the complete brochure

Who is this class for?

This course is designed for the current working and nearly retired, and are seeking to retire with financial abundance, reduced risk, and wealth protection. This curriculum is relevant to all seeking regardless of the number of years in service

Editions

We created customized content for each of the additions available to address the specific needs of each type of retirement accounts. You will find content engineered to help you avoid common pitfalls while maximizing your retirement income:

  • Federal Employees - Federal Employee Retirement System (FERS), The Annuity and Social Security
  • Corporate Employees - 401k, Annuity and Social Security
  • Single Moms - Tax-advantaged Education Plans, Financial Resources, Grants, and Scholarships
  • Entrepreneurs & Small Businesses - SEP IRA, Solo 401k, and Self-Directed IRA
  • NGO's - Pensions and Tax-Advantaged Retirement Accounts
  • Students - Roth IRA, Coverdell IRA, Student Loans

Course Benefits

  1. Create a better future for you and your loved ones.
  2. Gain the confidence to make smart and effective money decisions.
  3. Learn from industry experts with proven experience.
  4. Get peace of mind through financial security.
  5. Gain control over your finances.
  6. Get out of debt and balance your budget.
  7. Reduce risk and avoid common financial mistakes.
  8. Experience a fun, easy, and interactive learning environment.
  9. Shift from living paycheck-to-paycheck to leaving a legacy for your family.
  10. Expand your mindset to better understand money, emotional intelligence, economics and mind-science.

Skills Acquired/Knowledge Gained

  • Calculating your retirement income using your retirement account qualifiers, annuities, withdrawal expectations, and Social Security.
  • Choosing your investment funds.
  • Utilizing the new options available with new financial regulations such as the TSP Modernization Act to your advantage.
  • Calculating your Retirement Costs.
  • Knowing how to avoid common financial errors and pitfalls.
  • Minimizing the impact of the Tax Cuts and Job Act on your finances.
  • Constructing a Budget.
  • Understanding different aspects of Estate Planning.
  • Getting started or updating your Will and related documents.
  • Constructing a Debt Elimination Plan.
  • Understanding a wide variety of Risk Mitigation Strategies.
  • Understanding Alternative Investments.
  • Knowing the next steps to take.
  • Knowing where to find additional resources.

Course Outline

Day 1

  • Understanding your complete retirement outlook
  • Calculating your Federal Retirement Income
  • Assessing your Retirement Needs
  • Making Critical Decisions in Survivorship
  • How the new financial laws impact your retirement
  • Maximizing the Tax Cuts and Jobs Act to your benefit
  • Selecting TSP Funds
  • Overcoming common barriers to financial success
  • Creating a Financial Plan
  • Avoiding common financial errors and pitfalls

 Day 2 

  • Understanding your retirement benefits
  • Choosing the right benefits for you and your family
  • Creating a budget that works
  • Understanding the fundamentals of financial laws
  • Creating a Debt Elimination Plan
  • Estate Planning Basics
  • Risk Mitigation Strategies
  • Evaluating Investment Risks and Rewards
  • Creating Your Retirement Plan
  • Alternative Investments
  • Additional Resources

Monthly Webinar Topics

  • Introduction to Retirement: 401k's, SEP IRA's, Thrift Savings Plan (TSP), Annuities, Pensions, Social Security
  • Deep-dive: The FERS Annuity
  • Deep-dive: Social Security
  • Deep-dive: The Thrift Savings Plan
  • Introduction to Individual Retirement Accounts
  • Deep-dive: Roth versus Traditional IRA
  • Deep-dive: Rollovers and Transfers
  • Deep-dive: Self-directed IRA
  • Introduction to Risk Mitigation
  • Deep-dive: Term versus Cash Value Life Insurance
  • Deep-dive: Estate Planning
  • Deep-dive: Choosing a Health Insurance Plan

Seminar/Webinar Format

This course is delivered using Adaptive Enhanced Learning™ and includes a variety of multimedia and learning options. All LIVE sessions are recorded and available in the library. The course includes a 2-day seminar session, monthly webinars, all recorded content, digital workbook, and digital financial tools.

2-Day Seminar

  • 8-hour sessions with morning, lunch, and afternoon breaks
  • Digital workbooks and tools included
  • Attend anywhere online
  • Opportunity to attend in-person (when available)

Webinars

  • Monthly 90-minute sessions with Q&A included
  • Delivered during lunch, evening, and weekend timeslots
  • Digital tools included
  • Attend anywhere online
  • Opportunity to attend in-person (when available)

Online Community

  • Secure online community for support
  • Questions and answers
  • Share success stories and risk mitigation strategies (avoid common pitfalls)
  • Moderated environment without spam

Materials

All materials are delivered digitally through our mobile-friendly website accessible from any device. Webinar connectivity details and in-person registration information is provided to students after successful course registration.