Event Registration

Description:

CFEB HALF DAY RETIREMENT CLASS

Thrift Savings Plan and Financial Principles & Six costly errors in the co-ordination of your beneficiary designations

February 15, 2018 | 1:00 - 5:00 pm

CFEB Training Room | Denver Federal Center | Lakewood CO

$65 | Online Registration & Payment Required

POLICIES

• Advance registration and payment is required for all classes. WALK-INS are not allowed.
• No refunds for cancellations or no shows. However, you may send a substitute in your place by notifying the CFEB in advance of the class.
• All attendees are required to pay to attend -- including significant others.
• Agencies are required to provide and make advance arrangements for special needs requests such as hearing interpreters.

Thrift Savings Plan and Financial Principles - Making sure you know your options now and in retirement…

*Maximizing your tax benefits - how does the Roth play into this?
*Investment choices - Digging in deep
*Is a good idea to borrow from your thrift?
*Pre-and post retirement withdrawal options. Good news, this is soon to become less complicated!!

Six costly errors in the co-ordination of your beneficiary designations- including…..

            *What happens if I have a beneficiary designation on my TSP,  but don't have a will?

            *How should I title and own my assets, including investments, real estate, bank accounts, etc

QUESTIONS | 303 202 4588 | jconn@colorado.feb.gov