Workshops

Browse Our Featured Workshops

At the Financial Education Partnership, we supply educational workshops which generally take the form of a one-hour course held at a local college, library, or community center. These classes run for about an hour, with the educator staying to answer any questions afterwards. We have found the classroom type setting to be ideal, encouraging participants to ask questions throughout. The feedback on our workshops has been phenomenal, with 90% of our hosts re-booking after the first event.

Our workshops are solely for educational purposes. The Financial Education Partnership does not endorse or promote any specific business, products, services, professional firms, or individuals. The purpose of our workshops and individual support is to provide practical recommendations to enable individuals to take charge of their financial wellness and overall goals.

If you’d like to coordinate a workshop for your organization or workplace, please contact us.

College Planning 101

  • Misconceptions about financial aid
  • Raising money
  • Types of aid
  • Financial aid vs. funding
  • Tips and tricks
  • The payoff

Enhancing Financial Strategies

  • Macromanagement
  • Financial planner
  • Financial superstitions
  • Expect the game to change
  • Knowing when to abandon ship
  • Where to next?

Financial Missteps

  • Not thinking ahead
  • Neglecting debt
  • Forgetting your estate plan
  • Reckless tax management
  • Relying on the internet
  • Lack of an exit strategy

Getting Financially Fit

  • Managing cash flow
  • Tax Planing 101
  • Financial roadmap
  • Overcome what decreases your income
  • Optimizing investment plans and saving
  • Estate intro

Money Smart 101

  • Banking
  • Record keeping
  • The benefits of benefits and options for your employees
  • Tax saving strategies
  • Organizational types

Advanced Social Security Planning

  • How cost-of-living adjustments affect your Social Security
  • Breakeven analysis: should you collect at age 62, 66, or 70?
  • How are your benefits calculated?
  • How to collect IRAs & let your Social Security grow 8% per year
  • Delayed retirement credits: guaranteed 8% for 4 or 8 years

Federal Benefits Best Kept Secrets

  • ChFEBC advisor
  • What tax bracket will you be in at retirement?
  • What makes us so special?
  • The rules of the game
  • Exit strategies
  • Free insurance
  • TSP, catch-up, and loans
  • CSRS voluntary contribution

Federal Leave & Earning Statements

  • How to interpret your statement line-by-line
  • Selecting the proper options for benefits
  • Managing your tax withholdings
  • Where does all my money go?
  • Hidden opportunities within your paycheck
  • Disability and Social Security

Retirement Planning

  • How not to outlive your money
  • Running the retirement marathon
  • How taxes and inflation impact retirement
  • Exit strategies
  • RMDs
  • Stretch IRAs
  • Long-term care considerations

Federal Leave & Earning Statements

  • How to interpret your statement line-by-line
  • Selecting the proper options for benefits
  • Managing your tax withholdings
  • Where does all my money go?
  • Hidden opportunities within your paycheck
  • Disability and Social Security

IRA, TSP, & 401K Rollovers

  • Consolidating assets
  • IRS section 525
  • Accessing your retirement accounts for
    current needs
  • Saving/avoiding taxes
  • Leaving IRAs behind/stretch IRA

Understanding Your TSP

  • Eligibility and limits
  • Allocation options
  • Roth vs. traditional
  • When rollovers and loans make sense
  • Retirement distributions

Leaving Your Legacy

  • Dealing with death and estate taxes
  • Will and trusts
  • Probate and your estate
  • Choosing an executor
  • Lifetime giving exclusion
  • Unlimited marital deduction
  • Tax-free inheritance

Planned Giving

  • One-time gifts vs ongoing
  • Tax ramifications to families and estates
  • Using charitable trusts or charitable strategies for planned giving
  • Leaving a planned giving legacy
  • Benefits to you and your family

Financial Planning in Uncertain Times

  • Budgeting for change
  • Retirement horizons
  • TSP Planning
  • Benefit Planning
  • Exit Strategies

10 Steps to Financial Freedom

  • Find your “money view”
  • How to create a budget
  • How to get out of debt
  • Creating an abundance mentality
  • Saving and investing
  • Make a difference

Intro to Real Estate

  • Understanding mortgage options
  • Location, location, location
  • Real estate as an investment
  • First-time home buying
  • VA/FHA Programs
  • Tax Benefits

Federal Benefits 101

  • Why & what federal employees need to plan for
  • Basic options for insurance
  • How to calculate my pension
  • Retirement eligibility guidelines
  • Common mistakes made in the TSP

Federal Insurance Programs Unraveled

  • OASDI
  • Medicare
  • FEHBP
  • Medicaid
  • FLTCIP
  • FEGLI
  • Social Security supplement

Pre-Retirement Planning for Federal Employees

  • States that don’t tax federal pensions
  • Jumpstart survivor benefits
  • How to calculate FERS/CSRS pension benefits
  • Roth & catch-up TSP
  • Health insurance for spouse and family
  • Social Security windfall elimination, supplement, and integration

Retirement Planning for Federal Employees

  • Where and when to retire
  • MRA calculations
  • TSP income options
  • Pension maximum
  • When to draw Social Security
  • Health insurance vs. Medicare
  • Federal Long-Term Care Insurance

Taxes & The IRS

  • Where do our taxes go?
  • Do I need a tax advisor?
  • Tax avoidance
  • Tax-free savings
  • Tax-deferral vs. tax-deductible vs. tax-free
  • Why you shouldn’t wait to get your refund

Mitigating the Cost of Long-Term Care

  • LTC by the numbers
  • Federal LTC program
  • Activities of daily living
  • Qualifying for low/no-cost coverage
  • LTC insurance alternatives
  • Medicaid planning
  • LTC during retirement

Social Security 101

  • Understanding the basics of Social Security
  • How to optimize your benefits
  • Advantages of applying after full retirement age
  • How are your benefits calculated?
  • How cost-of-living adjustments affect your
    Social Security