Retirement Readiness

Friday, October 2nd, 2026

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

Legacy Planning & Creating Generational Wealth

Friday, October 9th, 2026

at 12:00 pm EDT

• Generational wealth accumulation
• Your financial wellness and its importance
• How does your planning affect your family?
• What is a TOD?
• Charitable giving
• Wills and trusts

The Impact of A.I. on Personal Finances

Friday, October 16th, 2026

at 12:00 pm EDT

• How A.I. can improve personal finance
• Facilitating budgeting, investing, and planning 
• Fraud detection
• Potential bias and privacy risks
• Over-reliance on automation

How Your Federal Benefits Work in Retirement

Friday, October 23rd, 2026

at 12:00 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

Financial Pitfalls

Friday, October 30th, 2026

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