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Making Sense of Retirement for Federal Employees
July 17, 2019 @ 5:30 pm - 7:30 pm Eastern
Senior Vice President Judy Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include:
Federal Employees Retirement System (FERS) pension:
- Eligibility and benefits calculation
- Annuity and Payment options: Single versus Joint annuity, and other options
- How to select the best option for you
Thrift Savings Plan (TSP):
- Investment options and performance results
- Comparison with non-government investment options
- Required Minimum Distribution (RMD) options
- Rollover considerations: Pros vs. Cons
Federal employees are invited to join us for refreshments and professional education on Wednesday, July 17, from 5:30 p.m. to 7:30 p.m., to learn how to make the best decisions for your retirement.
AGENDA
- 5:30 – 6:00 p.m. – Refreshments/Networking
- 6:00 – 7:00 p.m. – Professional Education
- 7:00 – 7:30 p.m. (or later) – Question and Answer Session
Please use the form below to register.
Judith P. Barnhard, Senior Vice President/Director, CPA, CFP, CDFA
Alex Seleznev,
Senior Investment Advisor, MBA, CFP®, CFA