Financial Pitfalls

Thursday, June 5th, 2025

at 6:00 pm EDT

• Defining the three stages of your financial life
• The importance of tax strategies
• Retirement planning
• Exit strategies
• Avoiding "one size fits all" advice
• Planning for college, death, disability, taxes, and inflation

Taking Charge of Your Financial Wellness

Friday, June 6th, 2025

at 12:00 pm EDT

• Cash flow management
• Basics of tax planning
• Creating a financial roadmap
• Introduction to estate planning
• Overcoming obstacles to creating wealth
• Maximum savings and investment plans

Stock Market Volatility

for Dummies

Thursday, June 12th, 2025

at 6:00 pm EDT

• Who is steering your ship?
• Investing vs. wealth management
• Strategic allocation vs. making emotional decisions
• Managing market volatility
• When to buy, when to sell, when to hold

Financial Pitfalls

Friday, June 13th, 2025

at 12:00 pm EDT

• Defining the three stages of your financial life
• The importance of tax strategies
• Retirement planning
• Exit strategies
• Avoiding "one size fits all" advice
• Planning for college, death, disability, taxes, and inflation

Financial Planning in Uncertain Times 

Thursday, June 19th, 2025

at 6:00 pm EDT

• Budgeting for Change
• Benefit Planning
• Retirement Horizons
• TSP Planning
• Exit Strategies

Legacy Planning & Creating Generational Wealth

Friday, June 20th, 2025

at 12:00 pm EDT

• Generational wealth accumulation
• Your financial wellness & its importance
• How does your planning affect your family?
• What is a TOD?
• Charitable giving
• Wills & trusts

How Your Federal Benefits Work in Retirement

Thursday, June 26th, 2025

at 6:00 pm EDT

• Your TSP income options
• What is taxable income in retirement?
• How to get free federal life insurance
• Combining your health insurance with Medicare
• Nuances to long-term care
• Social Security Supplement with FERS

Retirement Planning

Friday, June 27th, 2025

at 12:00 pm EDT

• Running the retirement marathon
• Long-term care considerations
• How not to outlive your money
• How taxes and inflation impact retirement
• Stretch IRAs
• Required Minimum Distributions (RMDs)
• Exit Strategies