What’s in Your Retirement Portfolio? SEC & SSA – Oct 15, 2020

What’s in Your Retirement Portfolio?-SEC & SSA
Thursday October 15, 2020

Sponsored by the U.S. Securities & Exchange Commission, Federal Retirement Thrift Investment Board, Social Security Administration and Honolulu-Pacific Federal Executive Board

8:00-9:30am-Investing Outside the TSP with 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

(9:30-9:45am-break)

9:45am-11:00am-Social Security Overview, Jane Burigsay, U.S. Social Security Administration

• Retirement, Disability, Spouse’s benefit, Survivor benefit
• Eligibility requirements
• Medicare enrollment periods
• How work affects your benefit, Windfall Elimination Provision(WEP) and Government Pension Offset(GPO)

11:00am: Wrap-Up and Adjourn

REGISTER HERE: https://www.eventbrite.com/e/121809135403

This event is exclusively for federal employees. All interested must register with their .gov or .mil official government emails. Webex webinar information will be shared with those that register prior to the event. If you have any questions, please contact the organizers.

If you are also interested in registering for the companion TSP session on 10/14/2020, click here: https://www.eventbrite.com/e/121807285871