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 and Presenter Information

Ed Zurndorfer,
Independent Outside Contributor, EA, ATA, CFP, CLU, ChFC, CCEBS, ChFEBC℠, Federal Benefits Trainer

A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement! Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over 20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s writings on our blog, in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters, and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.

*Raymond James is not affiliated with Ed Zurndorfer. Any opinions are those of Ed Zurndorfer and not necessarily those of Raymond James.

Relevant Government Agencies

Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, Federal Government, FDA, NSA, FCC