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Upcoming Webinars in June 2025

Please click on the link to register for our upcoming webinars!

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