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What’s in Your Retirement Portfolio? 2/27/20 Morning Session – SEC & SSA
February 27, 2020 @ 8:00 am - 11:00 am HST
Federal Retirement Training
What’s in Your Retirement Portfolio?
Thursday February 27, 2020
NOAA, Inouye Regional Center
Sponsored by the
U.S. Securities & Exchange Commission,
Federal Retirement Thrift Investment Board,
Social Security Administration and
Honolulu-Pacific Federal Executive Board
7:30am: Registration
8:00-9:15am Investing Outside the TSP / Carol Lally / U.S Securities & Exchange Commission
A few things to consider if you invest outside the TSP, including:
• Investment Professionals
• Fees and Expenses—and Why They Matter
• Common Products
• SEC Examination Findings and Enforcement Actions
• Resources for More Information
9:15-9:30am: Break
9:30-10:45am: Social Security Overview / Jane Burigsay / Social Security Administration
• Retirement, Disability, Spouse’s benefit, Survivor benefit
• Eligibility requirements
• Medicare enrollment periods
• How work affects your benefit, Windfall Elimination Provision and Government Pension Offset
11:00am-12:00pm: Lunch on your own
This event is exclusively for federal employees. All interested must register with their .gov or .mil official government emails. If you have any questions, please contact the organizers.