Financial Pitfalls

Tuesday, June 2nd, 2026

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

The Impact of A.I. on Personal Finances

Friday, June 5th, 2026

at 12:00 pm EDT

• How A.I. can improve personal finance
• Facilitating budgeting, investing, and planning 
• Fraud detection
• Potential bias and privacy risks
• Over-reliance on automation

Taking Charge of Your Financial Wellness

Tuesday, June 9th, 2026

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

How Your Federal Benefits Work in Retirement

Friday, June 12th, 2026

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

Legacy Planning & Creating Generational Wealth 

Tuesday, June 16th, 2026

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

Mitigating the Cost of Long-Term Care

Friday, June 19th, 2026

at 12:00 pm EDT

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

Elder Care Strategies

Tuesday, June 23rd, 2026

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

Budgeting, Relationships, & Life Events 

Friday, June 26th, 2026

at 12:00 pm EDT

• Creating financial wellness
• Financial wellness growth opportunities
• Four crucial financial issues to discuss in relationships
• Life events that change financial plans and how to handle them

Retirement Readiness

Tuesday, June 30th, 2026

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