Elder Care Strategies

Friday, May 3rd, 2024

at 12:00 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

Taxes and the IRS

Tuesday, May 7th, 2024

at 6:00 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

Estate Planning

Best Kept Secrets

Friday, May 10th, 2024

at 12:00 pm EDT

• 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

IRA, TSP, and 401(k) Rollovers  

Tuesday, May 14th, 2024

at 6:00 pm EDT

• Consolidating assets
• Saving / avoiding taxes
• IRS Section 525
• Accessing retirement accounts for current needs
• Leaving IRAs behind and Stretch IRAs

Federal Benefits'

Best Kept Secrets

Friday, May 17th, 2024

at 12:00 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

Federal Insurance Programs Unraveled

Tuesday, May 21st, 2024

at 6:00 pm EDT

• OASDI
• Medicare
• Medicaid
• FEHBP
• FLTCIP
• FEGLI
• Social Security Supplement

Legacy Planning & Creating Generational Wealth 

Friday, May 24th, 2024

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

Financial Planning

in Uncertain Times 

Tuesday, May 28th, 2024

at 6:00 pm EDT

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

Planned Giving

Friday, May 31st, 2024

at 12:00 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