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.
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
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
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?
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 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 Insurance Programs Unraveled
- OASDI
- Medicare
- FEHBP
- Medicaid
- FLTCIP
- FEGLI
- Social Security supplement
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
Financial Missteps
- Not thinking ahead
- Neglecting debt
- Forgetting your estate plan
- Reckless tax management
- Relying on the internet
- Lack of an exit strategy
Financial Planning in Uncertain Times
- Budgeting for change
- Retirement horizons
- TSP Planning
- Benefit Planning
- Exit Strategies
Financial Transitions
- Reasons for career/job transitions
- Placement resources
- Can I, or when can I, retire?
- Lining up your benefits/insurance options
- Choosing new benefits (weighing the options)
- Rolling over your 401k -vs- leaving it at your old employer
- Taking control & ownership of your finances
- Understanding your retirement plans & what they are worth
Getting Financially Fit
- Managing cash flow
- Tax Planing 101
- Financial roadmap
- Overcome what decreases your income
- Optimizing investment plans and saving
- Estate intro
Intro to Real Estate
- Understanding mortgage options
- Location, location, location
- Real estate as an investment
- First-time home buying
- VA/FHA Programs
- Tax Benefits
IRA, TSP, & 401K Rollovers
- Consolidating assets
- IRS section 525
- Accessing your retirement accounts for
current needs - Saving/avoiding taxes
- Leaving IRAs behind/stretch IRA
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
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
Money Smart 101 For Small Business Owners
- Banking
- Record keeping
- The benefits of benefits and options for your employees
- Tax saving strategies
- Organizational types
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
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
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
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
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
Understanding Your TSP
- Eligibility and limits
- Allocation options
- Roth vs. traditional
- When rollovers and loans make sense
- Retirement distributions