Financial Planning for Retirement

Financial Literacy for Federal Employees
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Table of Contents

(Minimum completion time)

Additional Resources


1.      Introduction to the Financial Planning for Retirement Module

6 min



2.      Planning for Retirement

21 min



Worksheet - Retirement Goals and Objectives
Worksheet - Monthly Retirement Costs




3.      Determining Your Income Needs in Retirement

21 min



Worksheet - Monthly Cash Flow




4.      Strategies and Tools for Meeting Income Needs in Retirement

27 min



5.      Making the Transition to Retirement

18 min



6.      Contingency Planning

16 min




Total Time: 1 hour 49 min





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