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Financial Planning Seminar

Seminar Highlights and Objectives

The Financial Planning seminar may be held as a stand-alone 1-day seminar, or as the second day of a 2-day seminar.

GRB's Financial Planning seminar provides participants with an overview of principles and strategies of Financial Planning, savings and money management, investment strategies and options, insurance planning, tax planning, investment planning, and estate planning. The Financial Planning seminar also includes detailed information on Federal Employees’ Thrift Savings Plan (TSP).

Who Should Attend

The seminar focuses on employees who are at any stage in their career seeking a better understanding of the fundamentals of financial planning.

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