Savings Education

"Studies show that families who are able to develop and follow a financial plan are much more successful in achieving major financial goals, such as saving adequately for retirement, their children's education, or a new business venture."

-President Clinton's May 4, 1999 statement on the Clinton-Gore plan for financial privacy and consumer protection in the 21st century.

This savings education web page is part of the Administration initiatives to highlight the benefits of personal financial planning and the steps that all Americans can take to make financial planning easier. The web page is designed to provide resources to benefits officers to use in savings education programs and to provide self-service information for employees. The page features information and tools as well as links to other sources of information.

Satellite Broadcast
OPM will host a live, interactive satellite broadcast on November 10, 1999, to provide employees and benefits personnel with information on saving for their retirement.

Can't tune in for our broadcast? Have we got a deal for you! If you will be unable to view our satellite broadcast live or would like a copy for agency use, you can purchase a videotape by calling (703) 620-6000. The cost is $10.00 each with a one-time shipping charge per order of $5.00. Please wait until at least 3 business days after the broadcast to place your order to give us time to get a master tape of the broadcast to our vendor.

Town Meeting
There will be an Investors' Town Meeting in Albuquerque, New Mexico, on November 20, 1999, with SEC Chairman Arthur Levitt. For all the details and information on attending the Investors' Town Meeting, click here.

ASEC Worksheets
The American Savings Education Council (ASEC), in an effort to create a better understanding of savings issues, has developed user-friendly educational materials to educate Americans on the need to save. The Ballpark Estimate is a worksheet designed to help individuals quickly identify approximately how much savings they will need to live comfortably in retirement.

Interactive version of Ballpark Estimate - complete the worksheet online let the computer do the math

Non interactive version of Ballpark Estimate - print out a copy to use offline

Introduction to Ballpark and a sample of a completed Ballpark Estimate worksheet.

Ballpark pdf - print out clean originals to share with family, friends and co-workers. This file

is in pdf format and requires Adobe Acrobat for viewing and printing.

Spanish language Ballpark pdf

Resources Available
There are many resources available to help you learn how to invest wisely and how to plan for your financial future. Some of the resources that may interest you are Department of the Treasury, Federal Trade Commission, Securities and Exchange Commission, and the Consumer Information Center. You may also want to visit The American Savings Education Council's web site at www.asec.org/toolshm.htm.

Page Created October 27, 1999