9375 East Shea Boulevard
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week Financial Foundations Course.
6:30 PM – 8:30 PM ET5:30 PM – 7:30 PM CT
Session 1: Tuesday, January 16Session 2: Tuesday, January 23Session 3: Tuesday, January 30Session 4: Tuesday, February 6Session 5: Tuesday, February 13Session 6: Tuesday, February 20Session 7: Tuesday, February 27Session 8: Tuesday, March 5
6:30 PM – 8:30 PM PT7:30 PM – 9:30 PM MT
Session 1: Thursday, January 18Session 2: Thursday, February 1Session 3: Thursday, February 8Session 4: Thursday, February 15Session 5: Thursday, February 22Session 6: Thursday, February 29Session 7: Thursday, March 14Session 8: Thursday, March 21
Whether you are younger and just getting started, at mid-career, near retirement, or in retirement, this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.
The Financial Foundations Course is presented by our most highly experienced Financial Advisor Coaches. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn 8 Financial Foundation lessons. 16 hours of training delivered in a group virtual setting.
Topics Discussed:The Financial Planning ProcessThe Personal Economic ModelThe Truths About InvestingLife & Health Insurance BenefitsQualified Plans (401k, 403b, TSP, SIMPLE, SEP and Beyond)Tax Planning StrategiesEstate Planning BasicsSocial Security Optimization
Please keep in mind that you must commit to the entire 8-week program.
If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A Chartered Federal Employee Benefits Consultant has a thorough understanding of CSRS and FERS annuities, FEGLI, the Thrift Savings Plan, and other benefits available only to federal government workers.
We’re honored to say that Charles Pettit, Co-Founder, CEO, and CCO of CSP Financial Group, has earned this designation.
What is a Chartered Federal Employee Benefits Consultant?How a Chartered Financial Consultant Can Help You Reach Financial GoalsWhat Does a Financial Advisor Do and Why Should You Hire One