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Upcoming Webinars in June / July 2025

Please click on the link to register for our upcoming webinars!

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