|
|
| Upcoming Open Webinars: April - May 2021 |
| Below are the financial education workshops we're presenting this month that are open to the public via webinar.
Click the Sign Up button to register or email info@F3Eonline.org for more information |
|
| Friday, April 16th, 2021 12:00 PM EDT |
|
Federal Insurance Programs Unraveled |
- OASDI
- Medicare
- Medicaid
- FEHBP
- FLTCIP
- FEGLI
- Social Security Supplement
|
|
 |
| Saturday, April 17th, 2021 10:00 AM EDT |
- 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, April 23rd, 2021 12:00 PM EDT |
|
How an Election & Politics Will Affect Your Retirement Plans |
- What are the biggest risks to the financial markets due to an election?
- Is your retirement account ready for the outcome of an election?
- How a new administration could cause a major course change in your retirement
- How to insulate your retirement planning from an election
|
|
|
| Saturday, April 24th, 2021 10:00 AM EDT |
|
Investing 101 Post COVID-19
|
- 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
|
|
|
| Friday, April 30th, 2021 12:00 PM EDT |
|
Financial Planning in COVID Times
|
- Budgeting for Change
- Benefit Planning
- Retirement Horizons
- TSP Planning
- Exit Strategies
|
|
|
| Friday, May 7th, 2021 12:00 PM EDT |
|
Retirement Planning for Federal Employees in the Aftermath of a Pandemic |
This pandemic has created a volatile environment for federal employees, leaving them questioning where, when, and if they will ever retire. This innovative webinar will 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 also be addressed. |
|
|
| Saturday, May 8th, 2021 10:00 AM EDT |
- Where do our taxes go?
- Do I need a tax advisor?
- Tax-free savings
- Tax-deferral vs. tax-deductible vs. tax-free
- Why you shouldn’t wait to get your refund
|
|
|
| Friday, May 14th, 2021 12:00 PM EDT |
|
A Golden Opportunity to Roth Convert & Re-balance |
- COVID-19 has created a massive tax opportunity we haven’t seen in decades
- Discover the silver lining following market corrections
- Uncover top secrets that Wall Street doesn’t want you to know
|
|
|
| Saturday, May 15th, 2021 10:00 AM EDT |
- 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
|
|
|
| Friday, May 21st, 2021 12:00 PM EDT |
- 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
|
|
|
| Saturday, May 22nd, 2021 10:00 AM EDT |
|
Pre-Retirement Planning for Federal Employees |
- 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
|
|
|
| Friday, May 28th, 2021 12:00 PM EDT |
|
Investing 101 Post COVID-19 |
- 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, May 29th, 2021 10:00 AM EDT |
|
Mitigating the Cost of Long-Term Care |
- Federal LTC programs available
- Activities of daily living: what are they and what do they mean?
- How do you qualify for low-cost/no-cost coverage?
- LTC insurance alternatives
- LTC during retirement and its impacts
|
|
|
Stay tuned for more upcoming webinars, announced monthly! |
|
|
The Foundation for Financial Education is a 501(c)(3) nonprofit organization dedicated to spreading financial literacy by providing free educational resources directly to the public. |
|
|
|
|
