Mitigating the Cost of Long-Term Care

Friday, July 26th, 2024

at 12:00 pm EDT

• Low and no-cost care
• Alternatives
• Medicare/Medicaid coverage
• Inflations and corrections
• What the SECURE Act affects

Pre-Retirement Planning for Federal Employees

Tuesday, July 30th, 2024

at 6:00 pm EDT

• States that don't tax federal pensions
• Jumpstart survivor benefits
• How to calculate FERS/CSRS pension benefits
• Roth and catch-up TSP
• Health insurance for spouse and family
• Social Security windfall elimination, supplement, and integration

Retirement Planning for Federal Employees 

Friday, August 2nd, 2024

at 12:00 pm EDT

• The rules of the game
• What tax bracket will I be in at retirement?
• TSP/IRA
• Protection Components
• Medicare
• Exit Strategies

Financial Planning

with a Purpose

Tuesday, August 6th, 2024

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

A Golden Opportunity to Roth Convert & Re-balance

Friday, August 9th, 2024

at 12:00 pm EDT

• Explore the massive tax opportunity we haven’t seen in decades!
• Gain insight from the area's foremost Roth Conversion Practitioner
• Discover the silver lining following market corrections
• Uncover top secrets that Wall Street doesn’t want you to know

Retirement Planning

Tuesday, August 13th, 2024

at 6:00 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

Taking Charge of Your Financial Wellness

Friday, August 16th, 2024

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

Social Security & Medicare Explained

Tuesday, August 20th, 2024

at 6:00 pm EDT

• Understanding Full Retirement Age
• Calculating Social Security Benefits
• Applying Earlier vs. Later
• Breaking Medicare Down
• Medicare Supplements
• Income-Related Monthly Adjustment Amount

What's Going on with Federal Long-Term Care?

Friday, August 23rd, 2024

at 12:00 pm EDT

• Common Misconceptions of Long-Term Care
• Changes to Federal Long-Term Care
• Qualifying for Low-Cost / No-Cost Coverage
• Eldercare Law
• Medicaid vs Medicare Planning
• Alternatives to Long-Term Care

Mitigating the Cost of Long-Term Care

Tuesday, August 27th, 2024

at 6:00 pm EDT

• Low and no-cost care
• Alternatives
• Medicare/Medicaid coverage
• Inflations and corrections
• What the SECURE Act affects

How To Choose a Financial Planner

Friday, August 30th, 2024

at 12:00 pm EDT

Featuring Nobel Prize Winning Economist, Robert Shiller

• Why do I need a financial professional?
• Sequence of returns withdrawal strategy
• How to manage stock market volatility 
• What if you are retiring soon?
• Outdated methodology vs. modern financial management

Retirement Planning for Federal Employees 

Tuesday, September 3rd, 2024

at 6:00 pm EDT

• The rules of the game
• What tax bracket will I be in at retirement?
• TSP/IRA
• Protection Components
• Medicare
• Exit Strategies