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What’s in Your Retirement Portfolio? Training

November 17 @ 7:00 am - 3:45 pm HST

Free
Trainers from the Securities and Exchange Commission, Social Security Administration, and the Thrift Savings Plan will provide FREE retirement training! Register at whats-in-your-retirement-portfolio-training-tickets

7:00 AM – 7:10 AM:  Introduction

7:10 AM – 9:40 AM:  Thrift Savings Plan/ Arvella Collins /Federal Retirement Thrift Investment Board

TSP for Early to Mid-Career Employeesfocuses on what all federal employees and service members can do to take full advantage of the TSP; can be taken by anyone wanting to learn more about contributing to their TSP account

  • Benefits of participating in the TSP
  • Difference between Traditional TSP and Roth TSP
  • Transfers-in to TSP
  • Loans and In-Service Withdrawals
  • TSP Death Benefits

9:40 AM – 9:50 AM Break

9:50 AM – 11:05 AM  Investing Outside the TSP / Carol Lally / U.S. Securities & Exchange Commission

A few things to consider if you invest outside the TSP, including:

  • Understanding Common Investment Products
  • Fees and Expenses—and Why They Matter
  • Planning for Retirement
  • Beware of Fraud Targeting Military Personnel and Federal Employees
  • Tips to Protect Yourself from Fraud

11:05 AM – 12:05 PM Lunch

 12:05 PM – 2:05 PM:  Thrift Savings Plan/ Arvella Collins /Federal Retirement Thrift Investment Board

TSP for Pre-Separation Employees:  designed to give late-career employees and service members the tools they need to make smart decisions with their TSP savings as they prepare to retire

  • Preparing for Separation
  • Withdrawal options from TSP
  • Withdrawal rules for TSP accounts
  • How to withdraw using the TSP online withdrawal tool
  • TSP Death Benefits

2:05 PM – 2:15 PM Break

2:15 PM – 3:30 PM: Social Security Overview / Jane Yamamoto-Burigsay / Social Security Administration

  • When are you eligible to receive retirement benefits
  • Difference between early retirement, full-age retirement, and delayed retirement
  • Do you qualify for disability, survivors, and spouse/ex-spouse benefits
  • Eligibility requirements
  • Online services and how to apply for benefits

3:30 PM – 3:45 PM: Closing Remarks

Details

Date:
November 17
Time:
7:00 am - 3:45 pm HST
Cost:
Free
Event Category:

Organizer

HPFEB
Phone:
(808) 541-2638
View Organizer Website

Venue

JBPHH HIckam AFB Officer’s Club
2000 Signer Boulevard - Building 900
Joint Base Pearl Harbor - Hickam, HI 96860 United States
+ Google Map
Phone:
808-448-4608