How Your Federal Benefits

Work in Retirement

Friday, October 27, 2023

at 12:00 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

Social Security &

Medicare Explained

Tuesday, October 31, 2023

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

Financial Pitfalls

Friday, November 3, 2023

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

Mitigating the Cost

of Long-Term Care

Tuesday, November 7, 2023

at 6:00 pm EST

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

Financial Planning

in Uncertain Times

Friday, November 10, 2023

at 12:00 pm EST

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

Retirement Readiness

Tuesday, November 14, 2023

at 6:00 pm EST

• 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

with a Purpose

Friday, November 17, 2023

at 12:00 pm EST

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

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

Tuesday, November 21, 2023

at 6:00 pm EST

• 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

Elder Care Strategies

Friday, November 24, 2023

at 12:00 pm EST

• 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

How Your Federal Benefits Work in Retirement

Tuesday, November 28, 2023

at 6:00 pm EST

• 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