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Financial Education for Federal Employees

"Risk Comes from Not Knowing What You Are Doing." - Warren Buffet

Our Seminars are designed to educate your employees.

We offer a full range of engaging seminars that provide employees with valuable information about their federal benefits, supplemental insurance, and financial planning. A cornerstone of federal employment are the benefits offered; but while these benefits are literally worth millions of dollars, they are confusing and often mis-understood. FedAdvantage has you covered by offering two styles of seminars.

Comprehensive Series 

Our comprehensive series delivers in-depth benefits training, and provides core federal benefits with key financial and retirement planning training. Each program is packed with over 200 pages of information and can be customized to meet your specific needs and time restrictions. These programs are available in both half-day or full-day formats.

“Focus-On” Series 

Our "focus-on" series offers educational training in a more concise approach. Each topic specific seminar runs approximately 1 to 1 ½ hours, making these programs perfect for lunch and learns, webinars and conference breakout sessions. Our “Focus On” seminars are divided into two separate categories: Federal Benefit Related and General Financial Education.

Mini-Series 

These mini series provides 30-minute presentations that deliver key information on specific topics, complete with colorful, interactive workbooks, perfect for employees' tight schedules. They condense the essence of our comprehensive benefits and financial education programs into brief, engaging sessions. Ideal for lunchtime learning or conference breakouts, these seminars focus on either Federal Benefits or General Financial Education.

New in 2024

01.

Educational Quizzes:

These quizzes present a novel approach to mastering key financial concepts, requiring participants to read a brief informational piece and answer questions to reinforce essential learning objectives.

02.

Money Habitudes:

In the Money Habitudes Workshop, participants engage in an interactive game that reveals how their financial habits and attitudes influence their emotions and decisions, shaping their financial future. 

03.

Life Insurance Planning: These quizzes introduce a unique method for learning key financial concepts by having participants read a short informational text and answer questions to solidify crucial learning goals.

04.

Disability Insurance Planning: This session emphasizes Disability Insurance as the most crucial benefit for employees, focusing on planning for disabilities, assessing needs, understanding the financial impact of prolonged disabilities, and identifying gaps in government programs.

Our Most Popular Seminars

1

Comprehensive Series
 

Financial Management (Pre-Retirement): This program merges federal benefits with essential financial and retirement planning training, tackling key issues such as Thrift Savings Plan (TSP) withdrawals, tax considerations, Social Security, Medicare, and long-term care to equip participants for retirement's complexities.

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Financial Management (Mid-Career): Designed for newly hired and mid-career employees focused on proactive, long-term planning, this program combines federal benefits with core financial and retirement training to guide attendees through wealth-building steps such as investment planning, cash management, and risk management.

2

"Focus On" Series
Most popular 

Retirement Planning, Let's Run the Numbers: This interactive seminar engages participants with a live scenario featuring a fictional federal employee making critical retirement decisions, using financial planning software to demonstrate the impact of these decisions on retirement lifestyle, allowing participants to suggest changes and see the effects.

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How to Make Money in the TSP: Centered on the Thrift Savings Plan (TSP), a cornerstone of retirement planning, this seminar explores various investment options, delves into the mechanics of each fund, and provides insights on using TSP statements to optimize transactions, covering topics like the Roth option, loans, and inter-fund transfers.

3

Mini-Series
 

Overview of the TSP Funds: This seminar offers employees a comprehensive look at the Thrift Savings Plan (TSP) investment options, delving into the intricacies of each fund’s operations and strategies, and provides guidance on constructing a successful investment strategy.

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TSP Withdrawal Considerations:  This session focuses on TSP distribution options, guiding employees in making informed decisions about managing their TSP funds in retirement by exploring various withdrawal strategies to help attendees formulate a customized investment approach.

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With over 20 different topics, we provide a
wide array of valuable knowledge

Federal Benefit Related

  • Understanding & Maximizing FERS

  • Retirement Planning

  • Projections vs Reality

  • How to Make Money in the TSP

  • 3 Stages of a LEO's Retirement

  • Insurance Risks of Federal Benefits

General Financial Related

  • Introduction to Financial Planning

  • Cash Management

  • Surviving Market Swings

  • Making the Most of Social Security

  • Estate Conservation

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Flexible Pricing Options to fit any Budget
We offer simple, straight forward pricing to agencies

REQUEST FOR MORE INFORMATION

Please complete the Request form and a representative will get back in touch with you.

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