Thrift Savings Plan (TSP)
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8:00 a.m. |
Introductions |
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Presenter |
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Attendees |
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Objectives of seminar |
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Expectations of attendees |
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8:20 |
What is investing to you? |
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Attendee responses |
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Basic Investing Principles |
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- diversification |
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- dollar cost averaging |
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- rule of “diminishing returns” |
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- risk tolerance |
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- long term investing |
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- short term investing |
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9:30 |
Break |
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9:45 |
Types of investments and reasons to invest |
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- risk pyramid |
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- what is the stock market? |
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- rule of “72” |
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11:30 |
Lunch |
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12:30 p.m. |
Investing in your Thrift Savings Plan |
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- basic understanding of the TSP |
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- withdrawal options, now and at retirement |
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- definition of the choices within TSP |
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- asset allocation |
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2:30 |
Other Investments |
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- tax savings with investments |
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- stocks |
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- bonds |
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- mutual funds |
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- annuities |
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- municipal bonds |
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3:30 |
Writing your own investment policy |
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4:00 |
End of class |