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Description
Federal government employees are facing unprecedented uncertainty about their careers and CERTIFIED FINANCIAL PLANNERS® are in a unique position to give them the tools, information and confidence to make smart money decisions. CFP Board’s Former Chair, Karen P. Schaeffer, 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.