How Your Federal Benefits Work in Retirement

Thursday, June 26th, 2025

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

Retirement Planning

Friday, June 27th, 2025

at 12:00 pm EDT

• Running the retirement marathon
• Long-term care considerations
• How not to outlive your money
• How taxes and inflation impact retirement
• Stretch IRAs
• Required Minimum Distributions (RMDs)
• Exit Strategies

Social Security & Medicare Explained

Tuesday, July 1st, 2025

at 6:00 pm EDT

• Understanding Full Retirement Age
• Calculating Social Security Benefits
• Applying Earlier vs. Later
• Breaking Medicare Down
• Medicare Supplements
• Income-Related Monthly Adjustment Amount

Elder Care Strategies

Friday, July 4th, 2025

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

Mitigating the Cost of Long-Term Care

Tuesday, July 8th, 2025

at 6:00 pm EDT

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

Retirement Readiness

Friday, July 11th, 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

Taking Charge of Your Financial Wellness

Tuesday, July 15th, 2025

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

Estate Planning

Best Kept Secrets

Friday, July 18th, 2025

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

Financial Pitfalls

Tuesday, July 22nd, 2025

at 6:00 pm EDT

• Defining the three stages of your financial life
• The importance of tax strategies
• Retirement planning
• Exit strategies
• Avoiding "one size fits all" advice
• Planning for college, death, disability, taxes, and inflation

Financial Planning

with a Purpose

Friday, July 25th, 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

Legacy Planning &

Creating Generational Wealth

Tuesday, July 29th, 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

IRA, TSP, and

401(k) Rollovers 

Friday, August 1st, 2025

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