The Key to Investing in Modern Times

Friday, August 7, 2026

at 12:00 pm EDT

• Bitcoin, Alt Coins, and NFTs
• Blockchain Technology
• Tax and Legislative Treatment
• Buy and Hold or Trade?

Investing 101

Tuesday, August 11th, 2026

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

Frauds and Scams:

How to Avoid Them and What to Look Out For

Friday, August 14, 2026

at 12:00 pm EDT

• How do scams work?
• How scammers think
• Common types of scams 
• Why seniors are more targeted 
• Warning signs of a scam
• Financial impact of scams
• How to protect yourself

Financial Transitions 

Tuesday, August 18th, 2026

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

Financial Planning

With a Purpose

Friday, August 21, 2026

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

IRA, TSP, and 401(k) Rollovers 

Tuesday, August 25th, 2026

at 6:00 pm EDT

• Consolidating assets
• Saving / avoiding taxes
• IRS Section 525
• Accessing retirement accounts for current needs
• Leaving IRAs behind and Stretch IRAs

Retirement Planning

Friday, August 28, 2026

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