Financial Planning

With a Purpose

Friday, March 21st, 2025

at 12:00 pm EDT

• Traditional Asset Allocations
• Evolution of New Allocations
• Tax Implications
• Income Planning
• How To Benefit Yourself, Your Family, and Charity
• Changing Market

Elder Care Strategies

Tuesday, March 25th, 2025

at 6:00 pm EDT

• Long-Term Care By the Numbers
• Federal LTC Programs
• Activities of Daily Living
• Qualifying for Low / No Cost Coverage
• LTC Insurance Alternatives
• Medicaid Planning
• LTC During Retirement

Federal Benefits 101

Friday, March 28th, 2025

at 12:00 pm EDT

• What federal employees need to plan for and why
• Basic options for insurance
• How to calculate your pension
• Retirement eligibility guidelines
• Common mistakes made in the TSP

The Social Security

Fairness Act

Tuesday, April 1st, 2025

at 6:00 pm EDT

• HR 82 signed into Law Jan 5, 2025
• Repeals windfall elimination
• Affects 2 to 3 million active and retired people
• Over 750k spouses and survivors will be entitled to more benefits
• SSA currently evaluating how to implement legislation
• Tax and retirement income considerations
• Long-term prognosis for Social Security

Taxes and the IRS

Friday, April 4th, 2025

at 12:00 pm EDT

• Where do our taxes go?
• Do I need a tax advisor?
• Tax-free savings
• Tax-deferral vs. tax-deductible vs. tax-free
• Why you shouldn’t wait to get your refund

Retirement Readiness

Tuesday, April 8th, 2025

at 6:00 pm EDT

• Retirement Survival Guide
• Social Security Strategy
• Lifetime Income Plan
• Estates and Beneficiaries
• Planning for the What Ifs
• Retirement Accounts and Investments
• 4-Step Readiness Checklist

Financial Planning in Uncertain Times

Friday, April 11th, 2025

at 12:00 pm EDT

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

Financial Planning

with a Purpose

Tuesday, April 15th, 2025

at 6:00 pm EDT

• Traditional Asset Allocations
• Evolution of New Allocations
• Tax Implications
• Income Planning
• How To Benefit Yourself, Your Family, and Charity
• Changing Market

Federal Benefits'

Best Kept Secrets

Friday, April 18th, 2025

at 12:00 pm EDT

• ChFEBC advisor
• What tax bracket will you be in at retirement?
• The rules of the game
• Exit strategies
• Free insurance
• TSP, catch-up, and loans
• CSRS voluntary contribution

Federal Benefits 101

Tuesday, April 22nd, 2025

at 6:00 pm EDT

• What federal employees need to plan for and why
• Basic options for insurance
• How to calculate your pension
• Retirement eligibility guidelines
• Common mistakes made in the TSP

IRA, TSP, and

401(k) Rollovers 

Friday, April 25th, 2025

at 12:00 pm EDT

• Consolidating assets
• Saving / avoiding taxes
• IRS Section 525
• Accessing retirement accounts for current needs
• Leaving IRAs behind and Stretch IRAs

The Social Security

Fairness Act

Tuesday, April 29th, 2025

at 6:00 pm EDT

• HR 82 signed into Law Jan 5, 2025
• Repeals windfall elimination
• Affects 2 to 3 million active and retired people
• Over 750k spouses and survivors will be entitled to more benefits
• SSA currently evaluating how to implement legislation
• Tax and retirement income considerations
• Long-term prognosis for Social Security