SFFEB’s instructors must have retirement knowledge, and are not a certificate or license financial adviser, nor can they sell any financial products.  This avoids the ethical issues that have come to light with other retirement seminars.  SFFEB works with the Securities and Exchange Commission to make sure we structure our classes with the highest of integrity.  Attached is our current offering later this month.

Private firms do offer agencies retirement seminars, often for free, and they will ask you to sponsor them so they can get space free in a federal building.  SFFEB does not support or endorse these companies. If you invite one into your agency, you assume all liability for the financial advice given.  In addition to the instructor, often companies recruit area financial advisors, charging them to attend to meet potential clients.  The federal staff is extremely attractive to financial advisors because of our typically large TSP savings.  Many will encourage you to divest from TSP.  For most Federal retirees divesting from the lowest fee retirement system is not sound advice.

If you ever aren’t sure if we are sponsoring a retirement class or have any questions, please do not hesitate to call us.

Thrift Savings Plan

Securities and Exchange Commission

Financial Industry Regulatory Authority

TSP and SEC Presentations at SFFEB, 2016

Social Security Administration

Health Care in Retirement

Retirement Articles