The National Leader in Federal
Pre-Retirement and Benefits Training Since 1984

NITP offers training seminars on Federal Benefits, Financial Planning, Thrift Savings Plan Options/Investments for employees at all stages of their Federal careers: Early-Career Employees, Mid-Career Employees, and Pre-Retirement Employees.

The seminars address the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) as well as the Special Retirement Provisions for law enforcement officers, firefighters, and air traffic controllers, when applicable.

We work with your HR/Training Officers to produce the seminar that meets your Federal Agency needs. In addition to Federal Benefits and Financial Planning, available topics include Estate Planning, Lifetime Health and Fitness, and Transition to Retirement. We provide classroom instruction, as well as a number of distance learning options. Contact us for more information on seminars and webinars.

NITP offers training seminars on Federal Benefits, Financial Planning, Thrift Savings Plan Options/Investments for employees at all stages of their Federal careers: Early-Career Employees, Mid-Career Employees, and Pre-Retirement Employees.

The seminars address the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) as well as the Special Retirement Provisions for law enforcement officers, firefighters, and air traffic controllers, when applicable.

We work with your HR/Training Officers to deliver a seminar that meets your Federal Agency needs.  In addition to Federal Benefits and Financial Planning, available topics include Estate Planning, and Transition to Retirement.  Our classes can be delivered live (in person) or virtually.  Contact us for more information. 

Date: March 13, 2025

Time: 2:00 – 3:00 PM (ET)

Featured Presenter: Lorryn Logan, Esquire

About the webinar

How can you ensure that your wealth is passed on to your loved ones?  One benefit of a Trust is having control of your wealth.  As part of a well-crafted estate plan, a Trust may provide protection of your assets and minimize estate and gift taxes. 

Topics to include:

• Trusts
  • What is a Trust?
  • What is the function of a Trust?
  • How does a Trust work in Estate Planning?
• Review of other Estate Planning documents
  • Power of Attorney
  • Health Care Directive
  • Last Will and Testament
• Overview of Probate
  • Testamentary versus Revocable Living Trust
• Types of Trusts
  • Marital Trust
  • Parental Trust
  • Children’s Trust
  • Revocable Living Trust
• Benefits and Drawbacks
• Is a Revocable Living Trust right for you?

This webinar is free to attend, registration required.