Financial Planning for Federal Employees
Don't miss the opportunity to learn from one of the leading professionals on Federal Employee Benefits, Ed Zurndorfer, in a complimentary webinar for federal employees.
This Session Covers
- An Overview of Financial Planning Topics for Feds
- Setting goals
- Practical considerations
- Projecting future income needs
- How much money will you need saved when you retire?
- How do your federal benefits come into play?
The Retirement “Tripod”
- CSRS and FERS annuities, plus military pensions
- Social Security benefits
- TSP, IRAs, and other savings/investments
- Ed thoroughly explores all 3 components
Other Information to Consider
- Health Insurance plans and key points
- Vision + Dental plans
- Healthcare Flexible Spending Accounts administered by FSAFEDS
- Information about FEGLI, private life insurance, FLTCIP, and other long-term care options
... plus more!
* Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.
Speaker Details
Edward A. Zurndorfer, EA, CFP, CLU, ChFC, CEBS has been conducting Federal employee benefits and planning for retirement workshops at various Federal agencies throughout the country since 1999.
Mr. Zurndorfer has written numerous publications for the Federal Employees News Digest (FEND) on Federal employee benefits and is the moderator of FEND’s popular Federal Soup Question and Answer Forum. Ed is the top contributor for FedSoup. Ed also writes a weekly column on Federal employee benefits and retirement issues. He has also been heard on Federal News Radio.
In addition, Ed is the owner of EZ Accounting and Financial Services, an accounting practice that serves of 200+ clients throughout the country and he is an Enrolled agent, representing taxpayers in disputes before the IRS.
Event Topic
Employee Training & Development, Management, Human ResourcesRelevant Audiences
All State and Local Government, All Federal Government, National Guard, Air Force, Coast Guard, Navy, City Government, County Government, Municipalities, State Government, Central Intelligence Agency, Department of Agriculture, Department of Commerce, Department of Defense, Department of Energy, Department of Health and Human Services, Department of Homeland Security, Department of Housing and Urban Development, Department of Interior, Department of Justice, Department of Labor, Department of State, Department of Transportation, Department of the Treasury, Environmental Protection Agency, Equal Employment Opportunity Commission, Federal Aviation Administration, Federal Communications Commission, Food and Drug Administration, Federal Emergency Management Agency, General Services Administration, Government Accountability Office, National Aeronautics and Space Administration, National Institute of Health, National Security Agency, U.S. Agency of International Development, U.S. Census Bureau, U.S. Office of Personnel Management, U.S. Postal Service, Veterans AffairsOther Agency
Office of the President (includes OMB), Other Federal Agencies, Judicial Branch Agencies, Foreign Governments/Agencies