THRIFT SAVINGS PLAN WORKSHOP

Are you a Federal Employee nearing retirement or planning a career change?

This free seminar is designed to help you make informed, confident decisions about your Thrift Savings Plan (TSP).

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What We’ll Cover:

• How the Thrift Savings Plan (TSP) works

• What to consider before taking withdrawals or

rolling funds over

• Understanding Traditional vs. Roth contributions

• Investment fund options and how to allocate for

retirement

• Beneficiary designations and Required Minimum

Distributions (RMDs)

• Common pitfalls and key next steps

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Who Should Attend:

Federal employees nearing retirement, separating from federal service or simply wanting to make the most of their TSP benefits. This seminar is open to all!

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WHEN:

Tuesday, September 16th,

from 6-8 PM

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WHERE:

Spectra Credit Union, 5440 Cherokee Ave, Ste 200, Alexandria, VA 22312-2321

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PRESENTED BY:

Horace Daniel, CRPC®, ChFEBC Financial Advisor, Spectra Investment Services *CRPC conferred by College for Financial Planning.

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RSVP by September 10th, via email:

mbadio@spectracu.com or phone: 703-407-0341

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Spectra Credit Union and Spectra Investment Services are not registered as a brokerdealer or investment advisor. Registered representatives of LPL offer products and services using Spectra Investment Services and may also be employees of Spectra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spectra Credit Union or Spectra Investment Services. Securities and insurance offered through LPL or its affiliates are: This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

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