Personal Financial Counseling Overview

Learn about the PFC program, find out who is eligible, how we protect your confidentiality and get an overview of the financial counseling topics we'll cover in the following classes.

Check out the other classes in the series:

June 13 - Thrift Savings Plan (TSP) Basics
Learn how the TSP works, how to contribute and withdraw funds, the process of integrating it with the BRS and how to see what funds are currently available.

June 20 - Spending Plans Auto/Home buying
Learn how to develop your unique spending plan and factors to consider before making large purchases. This class will help you develop a travel budget so that you can explore Europe without affecting your long term financial goals.

June 27 - Investment Basics
Learn the difference between saving and investing and the importance of risk, diversification and understanding the different types of securities available.

July 11 - TSP Advanced Strategies
Using life cycle funds. Choosing your own asset allocation and time frame for making adjustment to the portfolio risk.

July 18 - Advanced Investing
Learn about advanced investment products ETF, Real Estate, Options, sector investing and the pros and cons of investing in individual stocks versus mutual funds or ETF.

July 25 - Family Financial Planning
Learn about life insurance, saving for childrens’ education and finding a balance between long and short term savings.