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THRIFT SAVINGS PLAN
AND SOCIAL SECURITY
1-Day
A course for all employees, who wish to learn more about their TSP and Social Security. TSP information will include all issues. We will show you how to maximize your retirement income. The Social Security lecture addresses issues for the CSRS and FERS employees. It will include the Windfall Elimination Provision (CSRS) and the Special Retirement Supplement (FERS). We will take a look at Medicare and determine whether or not a Federal employee needs to buy and participate in it.
Here is what we will cover in this one-day class:
Thrift Savings Plan
Current Investment Options
C-Funds
F-Funds
G-Funds
I-Funds
L-Funds
S-Funds
Risk Factors
Financial Overview of Investment Principles
Advantages & Disadvantages of Diversification
State Laws/Tax Advantages
Tax Brackets
Tax Limits on Contributions
CSRS & FERS Contributions
Make your Funds Grow
Future TSP Changes
Social Security
Primary Insurance Act
Principles of Social Security
Retirement
Survivor Benefits
Disability
Windfall Elimination (CSRS)
Special Retirement Supplement (FERS)
Government Pension Offset (CSRS)
FERS and Social Security
Medicare A, B, D
Understanding Where Social Security is Today
Open Enrollment Classes
$250 per employee 1-Day
Cost includes: Large workbook, extra materials,
full training.
Register early and avoid cancellations. We will confirm or cancel a class, based on enrollment, 3 weeks prior to the start of the program.
 Tell others about this seminar!
On-Site Agency Sponsored Program
$7,000 Group Rate | 1-Day |
1 to 30 employees, base rate | $7,000 |
31 to 50 employees, additional | $200 per employee, after the base rate. |
51 to 75 employees, additional | $175 per employee, after the $200 rate. |
Per Diem and travel are extra. Out of town programs will be charged travel
and Per Diem.
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Airline Tickets
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Please do not buy airline tickets until the course is confirmed. Students are responsible for
their own airline tickets and hotel reservations. They are not included in the cost.
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Confirmations
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When we confirm the course, information about the training site, hotels, and driving directions
will be sent to you, approximately 1 month prior to the start of the seminar.
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 Course
Dates and Locations 2010
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DATE
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LOCATION
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March 15, 2010
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San Diego
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Click here to register today!
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