Tuesday, August 29th, 2023

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, September 1st, 2023

12:00 PM EDT

Discussion Topics:

• Understanding the basics of Social Security
• How to optimize your benefits
• Advantages of applying after full retirement age
• How are your benefits calculated?
• How cost-of-living adjustments affect your Social Security

Tuesday, September 5th, 2023

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, September 8th, 2023

12:00 PM EDT

Discussion Topics:

• 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

Tuesday, September 12th, 2023

6:00 PM EDT

Discussion Topics:

• Generational wealth accumulation
• Your financial wellness & its importance
• How does your planning affect your family?
• What is a TOD?
• Charitable giving
• Wills & trusts

Friday, September 15th, 2023

12:00 PM EDT

Discussion Topics:

• Understanding the basics of the SECURE Act
• How to use the SECURE Act 2.0 to your utmost advantage
• What does this mean for stretch IRAs and small businesses?
• Learn the pros and cons and how they affect you

Tuesday, September 19th, 2023

6:00 PM EDT

Discussion Topics:

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

Friday, September 22nd, 2023

12:00 PM EDT

Discussion Topics:

• Who is steering your ship?
• Investing vs. wealth management
• Strategic allocation
• Managing market volatility
• When to buy, when to sell, when to hold

Tuesday, September 26th, 2023

6:00 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

Friday, September 29th, 2023

12:00 PM EDT

Discussion Topics:

• Understanding Full Retirement Age
• Calculating Social Security Benefits
• Applying Earlier vs. Later
• Breaking Medicare Down
• Medicare Supplements
• Income-Related Monthly Adjustment Amount