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 Monthly Webinar Series
Estate Planning in Action -
3 Practical Steps for Today and Tomorrow
Date: December 14, 2023
Time: 2:00 - 3:00 PM (ET)
Featured Presenter: Anne Sullivan, Esquire
About the webinar
There is more to estate planning than just having a Will. Estate planning deals with possibilities as well as probabilities. Navigating estate planning is a continual process, relevant at any stage of your life. This webinar is designed to provide practical, actionable guidance for those starting their estate plan for the first time or for those who are reviewing, changing, or enhancing existing plans.
- Foundations and flexibility in estate planning: learn the essential parts of any estate plan and how to build in flexibility to adapt it over time.
- Ensuring your estate plan evolves with you: strategies for periodic review that keep your plan current with life changes, tax laws, and Federal benefits.
- Looking beyond the documents – practical organization and maintenance tips: organize and safeguard your estate planning documents and understand how and when to discuss your plans with your family.