Saturday, October 16th, 2021

10:00 AM EDT

Discussion Topics:

• Creating financial wellness
• Financial wellness growth opportunities
• Four crucial financial issues to discuss in relationships
• Life events that change financial plans and how to handle them

Friday, October 22nd, 2021

12:00 PM EDT

Discussion Topics:

• Claiming rules for married couples, divorced individuals, and minor children
• Strategies and time limits that could potentially increase your benefits
• How cost-of-living adjustments affect your Social Security
• How to collect IRAs and let your Social Security grow 8% per year
• Breakeven analysis: Should you collect at age 62, 66, or 70?
• Delayed retirement credits: Guaranteed 8% for 4 or 8 years

Saturday, October 23rd, 2021

10:00 AM EDT

Discussion Topics:

• 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

Friday, October 29th, 2021

12:00 PM EDT

Discussion Topics:

• 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

Saturday, October 30th, 2021

10:00 AM EDT

Discussion Topics:

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

Friday, November 5th, 2021

12:00 PM EDT

Discussion Topics:

• 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

Saturday, November 6th, 2021

10:00 AM EDT

Discussion Topics:

• Discover how and when you are eligible
• Explore the different types of contributions
• Learn about Roth vs. Traditional TSP
• Make the most of your allocation options

Friday, November 12th, 2021

12:00 PM EST

Discussion Topics:

• OASDI
• Medicare
• Medicaid
• FEHBP
• FLTCIP
• FEGLI
• Social Security Supplement

Saturday, November 13th, 2021

10:00 AM EST

Discussion Topics:

• COVID-19 has created a massive tax opportunity we haven’t seen in decades!
• Engage in a candid 1-on-1 with the area's foremost Roth Conversion Practitioner
• Discover the silver lining following market corrections
• Uncover top secrets that Wall Street doesn’t want you to know

Friday, November 19th, 2021

12:00 PM EST

Discussion Topics:

• Why we may want to reconsider our investments due to COVID-19
• How to maximize your returns while minimizing risk
• Planning for your goals and getting out of debt before you retire
• Keeping more of your money in your own pocket by reducing taxes and fees

Saturday, November 20th, 2021

10:00 AM EST

Discussion Topics:

• 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

Friday, November 26th, 2021

12:00 PM EST

Discussion Topics:

This pandemic has created a volatile environment for federal employees, leaving them questioning where, when, and if they will ever retire. Take advantage of this innovative webinar to uncover key tax sheltering strategies and develop a plan for the post-COVID-19 market changes. 

Questions about your MRA calculations, TSP income options, maximum Pension, Social Security, and Insurance will all be answered during this game-changing virtual course.

Friday, November 27th, 2021

12:00 PM EST

Discussion Topics:

• 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

Stay tuned for more upcoming webinars, updated monthly!