Advising Federal Employees During These Uncertain Times

Federal government employees are facing unprecedented uncertainty about their careers and CERTIFIED FINANCIAL PLANNER® professionals are in a unique position to give them the tools, information and confidence to make smart money decisions. Karen P. Schaeffer, CFP®, 2007 Board Chair, will discuss how to navigate the complexities of the Federal Retirement System (FERS), Federal Group Life Insurance (FEGLI), the Thrift Savings Plan (TSP) and other benefits to help employees make the best decisions. Additionally, she will highlight how CFP® professionals can give meaningful advice to clients in a focused one-hour meeting and outline circumstances when making referrals to benefit specialists and lawyers may be necessary.

Learning Objectives 

• Understand the financial implications of key decisions federal employees face, whether they are separating from service or are managing financial uncertainty while remaining in their roles.
• Learn when complexity requires a referral to a professional with more specific benefit or legal expertise.
• Explore a format for delivering effective advice in one-hour meetings.

CFP® professionals must attend at least one hour and 40 minutes of this webinar to obtain two Continuing Education (CE/CEU) credits.

After the webinar, CFP® professionals who complete the training can submit a consent form (will be sent via email after the webinar) to be listed on CFP Board’s website as offering financial planning services to current and former federal employees pro bono or at a reduced rate (up to $250/hour). Please ensure your participation complies with relevant laws, regulations and your firm’s policies. 

Register for FREE

Questions? Please reach out to Moley Evans, CFP Board's Director of Volunteer Engagement, at [email protected].