Tuesday, May 31st, 2022

6:00 PM EDT

Discussion Topics:

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

Friday, June 3rd, 2022

12:00 PM 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

Tuesday, June 7th, 2022

6:00 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

Friday, June 10th, 2022

12:00 PM 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

Tuesday, June 14th, 2022

6:00 PM EDT

Discussion Topics:

• ChFEBC advisor
• What tax bracket will you be in at retirement?
• What makes us so special?
• The rules of the game
• Exit strategies
• Free insurance
• TSP, catch-up, and loans
• CSRS voluntary contribution

Friday, June 17th, 2022

12:00 PM EDT

Discussion Topics:

• Budgeting for Change
• Benefit Planning
• Retirement Horizons
• TSP Planning
• Exit Strategies

Tuesday, June 21st, 2022

6:00 PM EDT

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, June 24th, 2022

12:00 PM EDT

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

Tuesday, June 28th, 2022

6:00 PM EDT

Discussion Topics:

• Explore the massive tax opportunity we haven’t seen in decades!
• Gain insight from 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, July 1, 2022

12:00 PM EDT

Discussion Topics:

• 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