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

Pre-Retirement Planning for Federal Employees

Friday, November 6th, 2026

at 12:00 PM EST

• 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

Holiday Spending

Friday, November 13, 2026

at 12:00 PM EST

• Setting expectations
• Budgeting
• Building a naughty or nice list
• Best practices when spending
• Hidden holiday costs

Estate Planning

Best Kept Secrets

Friday, November 20th, 2026

at 12:00 PM EST

• 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

Mitigating the Cost

of Long-Term Care

Friday, November 27, 2026

at 12:00 PM EST

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