Maximizing Your Federal Retirement

Friday, July 3rd, 2026

at 12:00 pm EDT

• Career Assessment
• Retirement Readiness
• Can I Afford to Retire?
• TSP Exit Strategies
• Federal Benefit Checklist
• Protecting Your Estate
• Government Challenges

The Impact of A.I. on Personal Finances

Tuesday, July 7th, 2026

at 6:00 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

Investing 101

Friday, July 10th, 2026

at 12:00 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

Tuesday, July 14th, 2026

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

Financial Transitions 

Friday, July 17th, 2026

at 12:00 pm EDT

• 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

Mitigating the Cost of Long-Term Care

Tuesday, July 21st, 2026

at 6:00 pm EDT

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

IRA, TSP, and 401(k) Rollovers 

Friday, July 24th, 2026

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

Budgeting, Relationships, & Life Events 

Tuesday, July 28th, 2026

at 6:00 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

Financial Planning in Uncertain Times

Friday, July 31st, 2026

at 12:00 pm EDT

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