|
|
| Upcoming Open Webinars: July - August 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 |
|
| Saturday, July 17th, 2021 10:00 AM EDT |
|
How COVID-19 is Changing Estate Planning Forever |
- Learn how the rules of the game have changed
- Uncover the new normal with planning your retirement
- Taxes now? Taxes later? Find out how to avoid tax pitfalls
- Reduce your chances of running out of money with this one powerful tool
|
|
 |
| Friday, July 23rd, 2021 12:00 PM EDT |
|
Budgeting, Relationships, and Life Events |
- 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
|
|
|
| Saturday, July 24th, 2021 10:00 AM EDT |
|
Breaking Down the SECURE Act |
- Understanding the basics of the SECURE Act
- How to use the SECURE Act to your utmost advantage
- What does this mean for stretch IRAs and small businesses?
- Learn the pros and cons and how they affect you
|
|
|
| Friday, July 30th, 2021 12:00 PM EDT |
|
Retirement Planning in the Aftermath of a Pandemic |
- Keep your retirement accounts safe from a pandemic
- Uncover key strategies to tax shelter your retirement from the government
- Learn how to plan for taxes and inflation increasing after multi-trillion dollar government bailouts
- Consider changing your mindset on social security and estate planning strategies in an unknown future
|
|
|
| Saturday, July 31st, 2021 10:00 AM 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
|
|
|
| Friday, August 6th, 2021 12:00 PM EDT |
|
Federal Benefits Best Kept Secrets |
- 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
|
|
|
| Saturday, August 7th, 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, August 13th, 2021 12:00 PM EDT |
|
Advanced Social Security Planning |
- 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, August 14th, 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, August 20th, 2021 12:00 PM EDT |
|
How Your Federal Benefits Work in Retirement |
- 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
|
|
|
| Saturday, August 21st, 2021 10:00 AM EDT |
- 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
|
|
|
| Friday, August 27th, 2021 12:00 PM 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
|
|
|
| Saturday, August 28th, 2021 10:00 AM EDT |
|
A Golden Opportunity to Roth Convert & Rebalance |
- 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
|
|
|
Stay tuned for more upcoming webinars, updated 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. |
|
|
|
|
