Upcoming Webinars in December 2023

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

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