Financial Planning for Federal Employees


Virtual Training Session presented by



to learn from one of the leading professionals on Federal Employee Benefits-


in a webinar for Federal Employees


February 17, 2022

1:00 – 4:00 PM


The Event will be Hosted on Zoom


For FERS and CSRS Employees

Zoom Event Presented by Ed Zurndorfer

Link to Event will be Provided after Registration

The Virtual Training Session Will Cover:

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 make the first component.

Social Security benefits comprise the second, and the TSP, IRAs, and other

savings/investments are the third leg. 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, plus information about FEGLI,

private life insurance, FLTCIP, and other long-term care options- and even more!

Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.