April is Financial Literacy Awareness month. CBP employees and family members can take advantage of an array of virtual events promoting financial wellbeing. Sponsored by various federal agencies, non-profit organizations, and federal worklife programs, these events are dedicated to a better understanding of topics and trends impacting the lives of CBP employees and their family members.
Upcoming Webinar Events
Find out what events are being hosted by our regular financial webinar providers during April. Financial webinars are offered throughout the year to support our workforce and their families.
Thrift Savings Plan Online Learning
TSP free webinars and on-demand events cover everything you need to know as a program participant or beneficiary.
Worklife Webinars
Worklife webinars offer a financial wellness live talk event the second Wednesday of each month focused on providing strategies and resources to help you attain financial security.
Additional Events
Additional webinars and events in support of Financial Literacy Awareness are provided below and will be updated periodically to reflect any scheduling changes or additional sessions as information becomes available. On-demand recordings may be provided afterwards through the event coordinator or provider.
Financial Planning in Uncertain Times - Tuesday, April 4, 2023, 1 p.m. Eastern Time
Budget for change, retirement horizons, Thrift Savings Plan (TSP) planning, benefit planning, and exit strategies covered. Presented by The Foundation of Financial Education via GoToWebinar.
Achieving Financial Wellness - Wednesday, April 5, 2023, 1 p.m. Eastern Time
Join in for practical tips and ideas to avoid many common mistakes to achieving Financial, an active process of being aware and making choices that lead to optimal health and wellbeing. Hosted by Openhelmer via Adobe Connect.
Maximizing Your Pension - Thursday, April 6, 2023, 11 a.m. Eastern Time
Hear information and examples on CSRS and FERS pension plans, the cost of effective alternatives to the traditional survivor benefit, taking advantage of all CSRS benefits and maximizing your estate for your heirs. Hosted by GEBA via Webex.
Financial Pitfalls - Thursday, April 6, 2023, 1 p.m. Eastern Time
This event covers the 7 most common financial mishaps and review strategies to avoid such pitfalls based on different scenarios and discuss ways to obtain and maintain a financially fit plan. Hosted by The Foundation of Financial Education via Microsoft Teams.
IRS, 401k and TSP Rollovers - Tuesday, April 11, 2023, 1 p.m. Eastern Time
Learn more about consolidating assets, IRS Section 525, accessing your retirement accounts for current needs, saving and avoiding taxes, leaving IRAs behind and Stretch IRAs. Hosted by The Foundation of Financial Education via GoToWebinar.
TSP - Wednesday, April 12, 2023, 12 p.m. Eastern Time
Learn more about your government benefits and the value of the TSP; the difference between Traditional and Roth contributions; fund choice options; and TSP loans, transfers, rollovers and withdrawal. Hosted by GEBA via Webex.
Estate Planning- Wednesday, April 12, 2023, 1 p.m. Eastern Time
The event covers the three parts of a will, revocable vs. irrevocable trusts, tax strategies to avoid probate and how to save on income and estate taxes. Hosted by The Foundation of Financial Education via Microsoft Teams.
Federal Benefits Best Kept Secrets - Thursday, April 13, 2023, 11 a.m. Eastern Time
Learn how to calculate your pension, determine retirement eligibility and become familiar with buyback scenarios and discuss benefits, retirement programs and retirement supplements. Hosted by The Foundation of Financial Education via Microsoft Teams.
Planned Giving - Thursday, April 13, 2023, 1 p.m. Eastern Time
Discuss one-time gifting, annual gifting and tax implications (both as an individual and to your estate), charitable trusts and contributions and strategies for planned giving and legacy and generational planning. Hosted by The Foundation of Financial Education via Microsoft Teams.
Long Term Care Alternatives - Wednesday, April 19, 2023, 12 p.m. Eastern Time
Learn how to achieve awareness of the challenges that the elderly face and gain an understanding of the resources available to care for aging parents or other family members. Hosted by Openhelmer via Adobe Connect.