Upcoming Webinars in June / July 2024

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

TSP Changes & Modernization


Friday, June 14th, 2024

at 12:00 pm EDT

  • Changes to TSP
  • New funds
  • New fees
  • Withdrawals
  • Distributions

Federal Benefits'

Best Kept Secrets


Tuesday, June 18th, 2024

at 6:00 pm EDT


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

Financial Pitfalls


Friday, June 21st, 2024

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

Legacy Planning & Creating Generational Wealth 


Tuesday, June 25th, 2024

at 6:00 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

Pre-Retirement Planning for Federal Employees


Friday, June 28th, 2024

at 12:00 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

Planned Giving


Tuesday, July 2nd, 2024

at 6:00 pm EDT


  • One-time gifts vs. ongoing gifts
  • Tax ramifications to families and estates
  • Using charitable trusts for planned giving
  • Using charitable strategies for planned giving
  • Leaving a planned giving legacy
  • Benefits to you and your family

Financial Planning

with a Purpose


Friday, July 5th, 2024

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

Financial Transitions


Tuesday, July 9th, 2024

at 6:00 pm EDT

  • Taking control of your finances
  • Reasons for career/job transitions
  • Lining up benefits/insurance options
  • "Can I, or when can I, retire?"
  • Placement resources
  • Choosing new benefits (weighing the options)
  • Rolling over your 401K vs. leaving it with your old employer
  • Understanding your retirement plans and what they are worth

Retirement Planning


Friday, July 12th, 2024

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

TSP Changes & Modernization


Tuesday, July 16th, 2024

at 6:00 pm EDT

  • Changes to TSP
  • New funds
  • New fees
  • Withdrawals
  • Distributions


Social Security & Medicare Explained


Friday, July 19th, 2024

at 12:00 pm EDT

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

Financial Pitfalls


Tuesday, July 23rd, 2024

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

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