Thrift Savings Plan (TSP)
and Basic Investing Seminar

Thrift Savings Plan Gap Calculator Investing in the Thrift Savings Plan is the very best savings plan for federal employees. But there's more to it than just sending part of your federal pay check into the TSP. This seminar gives federal employees the best tips on making the most of the TSP and its funds plus other basic investment help.

1 Day Agenda - Thrift Savings Plan / Investing

8:00 a.m.

Introductions

 

Presenter

 

Attendees

 

Objectives of seminar

 

Expectations of attendees

8:20

What is investing to you?

 

Attendee responses

 

Basic Investing Principles

 

- diversification

 

- dollar cost averaging

 

- rule of “diminishing returns”

 

- risk tolerance

 

- long term investing

 

- short term investing

9:30

Break

9:45

Types of investments and reasons to invest

 

- risk pyramid

 

- what is the stock market?

 

- rule of “72”

11:30

Lunch

12:30 p.m.

Investing in your Thrift Savings Plan

 

- basic understanding of the TSP

 

- withdrawal options,  now and at retirement

 

- definition of the choices within TSP

 

- asset allocation

2:30

Other Investments

 

- tax savings with investments

 

- stocks

 

- bonds

 

- mutual funds

 

- annuities

 

- municipal bonds

3:30

Writing your own investment policy

4:00

End of class

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Interested in a seminar for: (check any or all that apply)

Benefits Orientation
Pre-Retirement Planning
Mid-Career Retirement Planning
Prepare for Retirement (3 mos. before)
TSP & Basic Investing
Long-Term Care
Debt Free
LEO, Firefighter or ATC
Number of Days:
1/2 day
1 day
2 days
3 days
Approximate number of attendees:
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