Elder Care Strategies 

Friday, February 21st, 2025

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

Federal Employee Survival Guide

Tuesday, February 25th, 2025

at 6:00 pm EDT

• Leadership and Legislative Changes
• Managing Transitions and Career Assessment
• Employee Support 
• Conveyance of Federal Benefits
• Can I afford to retire?

Social Security

Fairness Act

Friday, February 28th, 2025

at 12:00 pm EST

• HR 82 signed into Law Jan 5, 2025
• Repeals windfall elimination
• Affects 2 to 3 million active and retired people
• Over 750k spouses and survivors will be entitled to more benefits
• Tax and retirement income considerations
• Long-term prognosis for Social Security

Financial Transitions

Tuesday, March 4th, 2025

at 6:00 pm EST

• 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

Estate Planning

Best Kept Secrets 

Friday, March 7th, 2025

at 12:00 pm EST

• Wills and trusts
• Tax-free inheritance
• Probate and your estate
• Lifetime giving exclusion
• Choosing an executor
• Unlimited marital deduction
• Dealing with death and estate taxes

Retirement Planning for Federal Employees 

Tuesday, March 11th, 2025

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

Retirement Readiness

Friday, March 14th, 2025

at 12:00 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

Legacy Planning & Creating Generational Wealth 

Tuesday, March 18th, 2025

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

Financial Planning

With a Purpose

Friday, March 21st, 2025

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

Elder Care Strategies

Tuesday, March 25th, 2025

at 6:00 pm EDT

• 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