Reviewing Your Investments in 2026: What Every Federal Employee Needs to Know

Are your investments still aligned with your retirement timeline — or are you running on autopilot? This webinar is designed specifically for federal employees ages 45–60 who want to take a clear-eyed look at their current investment strategy and make sure it's working as hard as they are. In this session, you'll learn how to evaluate your total portfolio across all accounts (TSP, IRAs, and taxable), understand where tax-smart strategies like asset location and Roth conversions may apply, and discover how your FERS pension and Social Security benefits change the amount of investment risk you actually need to take. Practical education and a framework you can put to work right away.