TSP Changes & Modernization

Friday, June 14th, 2024

at 12:00 pm EDT

• Changes to TSP
• New funds
• New fees
• Withdrawals
• Distributions

Federal Benefits'

Best Kept Secrets

Tuesday, June 18th, 2024

at 6:00 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

Financial Pitfalls

Friday, June 21st, 2024

at 12:00 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

Legacy Planning & Creating Generational Wealth 

Tuesday, June 25th, 2024

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

Pre-Retirement Planning for Federal Employees

Friday, June 28th, 2024

at 12:00 pm EDT

• States that don't tax federal pensions
• Jumpstart survivor benefits
• How to calculate FERS/CSRS pension benefits
• Roth and catch-up TSP
• Health insurance for spouse and family
• Social Security windfall elimination, supplement, and integration

Planned Giving

Tuesday, July 2nd, 2024

at 6:00 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

Financial Planning

with a Purpose

Friday, July 5th, 2024

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

Financial Transitions

Tuesday, July 9th, 2024

at 6:00 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

Retirement Planning

Friday, July 12th, 2024

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

TSP Changes & Modernization

Tuesday, July 16th, 2024

at 6:00 pm EDT

• Changes to TSP
• New funds
• New fees
• Withdrawals
• Distributions

Social Security & Medicare Explained

Friday, July 19th, 2024

at 12:00 pm EDT

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

Financial Pitfalls

Tuesday, July 23rd, 2024

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

Mitigating the Cost of Long-Term Care

Friday, July 26th, 2024

at 12:00 pm EDT

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

Pre-Retirement Planning for Federal Employees

Tuesday, July 30th, 2024

at 6:00 pm EDT

• States that don't tax federal pensions
• Jumpstart survivor benefits
• How to calculate FERS/CSRS pension benefits
• Roth and catch-up TSP
• Health insurance for spouse and family
• Social Security windfall elimination, supplement, and integration