Retirement and Financial Planner

$25-50 USD / hour

Closed

Posted

6 months ago

$25-50 USD / hour

This requirement is to educate Federal employees on the complexities of their Federal Employees Retirement System (FERS) and Financial Planning (Thrift Savings Plan) benefits. The requirement is set forth to educate employees on identifying and managing the key decisions they will need to make while incorporating their federal benefits with their other financial-planning goals. Discussion points will include:  Overview of retirement application and checklist  Sick Leave Conversion  Retirement Resources  Life Insurance Coverage  Managing your Thrift Savings Plan  TSP Annuity Election

Finance Transformation

Financial Accounting

Financial Consulting

Financial Forecasting

Investment Management

Investment Research

Local Job

Project ID: 37414667

About the project

2 proposals

Active 5 mos ago

Location: Philadelphia, United States

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2 freelancers are bidding on average $45 USD/hour for this job

@Stanley908

With my experience in financial planning, I am able to discuss the overview of the retirement application and checklist including:  Sick Leave Conversion  Retirement Resources  Life Insurance Coverage  Managing your Thrift Savings Plan  TSP Annuity Election

$40 USD in 40 days