How Your Federal Benefits

Work in Retirement

Tuesday, November 28th, 2023

at 6:00 pm EST

• 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

Friday, December 1st, 2023

at 12:00 pm EST

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

Financial Pitfalls

Tuesday, December 5th, 2023

at 6:00 pm EST

• 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

Estate Planning

Best Kept Secrets 

Friday, December 8th, 2023

at 12:00 pm EST

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

Financial Planning

in Uncertain Times

Tuesday, December 12th, 2023

at 6:00 pm EST

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

Federal Benefits'

Best Kept Secrets

Friday, December 15th, 2023

at 12:00 pm EST

• 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

Financial Planning

with a Purpose

Tuesday, December 19th, 2023

at 6:00 pm EST

• Traditional Asset Allocations
• Evolution of New Allocations
• Tax Implications
• Income Planning
• How To Benefit Yourself, Your Family, and Charity
• Changing Market

Planned Giving

Friday, December 22nd, 2023

at 12:00 pm EST

• 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

Elder Care Strategies

Tuesday, December 26th, 2023

at 6:00 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