THE MONEY GAME 2.0: Welcome to the Jungle

You’ve mastered the fundamentals. You’re contributing to your Thrift Savings Plan (TSP),
tracking your net worth, and building a solid foundation under the FERS retirement system. Now it’s time for the next level.

This hands-on, scenario-driven workshop explores next-level financial strategies such as:

What to do after maxing out your TSP and maybe even IRA
Leveraging Health Savings Accounts as stealth retirement tools
Understanding mortgage strategy, insurance, and Social Security survivor benefits
Setting up alternative retirement accounts (Solo 401k, SEP IRA, Backdoor Roth)
Exploring Artificial Intelligence, tax-efficient entities, cryptocurrency, and wealth diversification

Level up:

The Money Game 2.0: Welcome to the Jungle is the advanced sequel to The Money Game: Winning Financially, designed for federal employees and service members who are already making smart financial moves—and are ready to go further.

Whether you’re approaching retirement, expanding your financial knowledge, or just ready to level up, this course helps you explore smart options to protect, grow, and transfer your wealth with clarity and confidence.

Course length and type:

5 hours (3/4 day) or 7 hours (full day)

Class size:

Up to 30

Pre-requisites:

For those who attended The Money Game: Winning Financially or similar training. Provides advanced financial strategies for Federal Employees.