TSP Investment Strategies Workshop — Friday, January 23
This workshop has passed.
View Upcoming TSP WorkshopsWhat You'll Learn in 1 Hour
TSP Fund Overview
Understand the characteristics, risk profiles, and historical performance of the C, S, I, F, and G funds so you can make informed allocation decisions.
L Fund Allocation
How Lifecycle funds work, when they make sense, and how to evaluate whether an L Fund or a custom allocation better fits your retirement timeline.
Roth vs Traditional TSP
The tax implications of each option, when to consider converting, and how your federal tax bracket in retirement affects the decision.
Withdrawal Strategies
TSP withdrawal options after separation, required minimum distributions, and how to sequence TSP withdrawals with your pension and Social Security.
Your Workshop Instructor
David Fei
David brings deep expertise in TSP optimization, tax planning, and retirement income strategies specifically designed for federal employees. He hosts PlanWell's focused TSP sessions and leads the investment strategy segments of the comprehensive FERS workshops.
David holds triple credentials held by less than 1% of financial advisors.
Other Upcoming Workshops
FERS Retirement Workshops (3 Hours)
Frequently Asked Questions
Are the webinars really free?
Yes. Our FERS retirement workshops and TSP sessions are completely free with no obligation. We believe every federal employee deserves to understand their benefits before making retirement decisions.
How long are the workshops?
The focused TSP session is 1 hour. The comprehensive FERS workshop is 3 hours. Both include time for Q&A.
Do I need to be near retirement to attend?
Not at all. Federal employees at every career stage benefit from understanding their TSP options. In fact, the earlier you attend, the more time you have to optimize your contributions and allocation strategy.
What do I need to prepare?
Nothing. Just show up with your questions. If you have a recent TSP statement available, it can help you follow along, but it's not required.
Will I be pressured to buy something?
No. The workshop is educational. If you want personalized guidance afterward, we offer one-on-one consultations, but there's zero pressure during or after the workshop.
How do I attend?
Register online and you'll receive a Zoom link by email. The workshops are fully virtual -- attend from anywhere. A calendar invitation is included with your registration confirmation.
Make Your TSP Work Harder for You
Most federal employees have never reviewed their TSP allocation strategy. One hour could help you make smarter decisions with your largest retirement asset.