Upcoming Webinars in April 2024

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

How Your Federal Benefits Work in Retirement

Tuesday, April 2nd, 2024

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

Taxes and the IRS

Friday, April 5th, 2024

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

How To Choose a Financial Planner

Tuesday, April 9th, 2024

at 6:00 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  • Outdated methodology vs. modern financial management

IRA, TSP, and 401(k) Rollovers 

Friday, April 12th, 2024

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

Taking Charge of Your Financial Wellness

Tuesday, April 16th, 2024

at 6:00 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

Federal Insurance Programs Unraveled

Friday, April 19th, 2024

at 12:00 pm EDT

  • Medicare
  • Medicaid
  • Social Security Supplement

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

Tuesday, April 23rd, 2024

at 6:00 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

Financial Planning

in Uncertain Times

Friday, April 26th, 2024

at 12:00 pm EDT

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

Retirement Readiness

Tuesday, April 30th, 2024

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