Luncheon - August 2020

Quick recap on the even we held on the 25th of August as our monthly “luncheon” stand-in event.  Event was run on a webinar system sponsored by our guest speaker’s organization.  We had Ms. Lisa Dalton from the American Benefits Exchange, delivered a presentation on Federal retirement planning that focused on market conditions, avenues of planning, considerations for having a success retirement with a sound financial future.  Specifics went into time horizons for retirement, mix of retirement assets and financial resources at the disposal of a Federal employee, insurance decision making, Social Security options, TSP program plans and tax considerations.  Overall, a very thorough program that hit on many areas of employee concerns, whether retiring in 20 years or 20 months.  Slides were available for all ASMC members.

Here are the slides!