PTOS Financial Planning Talk #9

2014-2015 PTOS Financial Planning Talk Series:

Talk #9: Employees in Transition

OVERVIEW:

Focused on those who have worked outside the PTO or

plan on working outside the PTO.  See below for example topics.

-Retirement Plans – TSP/401(k)s

-Government Benefits

-Roth Conversions

-Things to consider before retiring

PRESENTATION: Wednesday, 1/28/2015, 1:30-2:30pm, Jefferson Conference Center –1st Floor

(Follow-up Consultations: Thursday, 2/5, Time/Location: TBD)

WebEx for the Presentation:

https://uspto-events2.webex.com/uspto-events2/onstage/g.php?t=a&d=648705788

Event number: 995 940 558, Event password: 12345,

(Teleconference only: 1-571-270-7000, meeting ID: 648 705 788)

Light refreshments will be provided to participants while supplies last.

Hosted by: Financial Planning & Insurance Group under the Patent & Trademark Office Society (PTOS) Education Committee

For more info about PTOS Financial Planning Talks, contact  Karthik Subramanian, Angela Nguyen, or Tsung-Yin Tsai.

For more info about PTOS, visit www.PTOS.org.