RETFED® is a retirement training program designed specifically for federal employees and the challenges they face while planning for retirement. Not only do we deliver financial literacy content via OPM’s guidelines, but our program is an excellent resource for federal employees seeking to add to their individual development plans each year.

Leveraging our trainers' financial expertise and in-depth understanding of federal benefits, our program seamlessly integrates the strengths of both realms. Your employees not only receive guidance from licensed advisors but also benefit from instructions tailored to optimize their federal benefits.

Our federal contractor status can be verified at https://cage.dla.mil/ using CAGE Code 805Q9.

 

2023 Topics & Recordings

 

Retirement planning

Retirement Risk And How To Overcome Them

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Federal benefits

A Deeper Dive Into Your Federal Benefits

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Medicare

Social Security And Medicare Mistakes

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Tax planning

Being Proactive In Your Tax-Planning... Never Reactive

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TSP allocation

Strength Your TSP Allocation

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Estate planning

Estate Planning For Federal Employees

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Navigating the market

Navigating The Market During Difficult Times

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Client meeting

Budgeting and Retirement Planning Strategies

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This material is for educational and informational purposes only and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice, as individual situations will vary. Information was obtained from sources believed to be reliable and current as of the date of this seminar but is subject to change. Capital Financial Planners is not affiliated with or endorsed by any federal government agency. Capital Financial Planners and LPL Financial do not provide tax or legal advice. Please consult your legal or tax advisor regarding your specific situation.