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Upcoming Open Webinars:

October - November 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, October 16th, 2021

10:00 AM EDT

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Budgeting, Relationships, and Life Events

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

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Advanced Social Security Planning

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

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How Your Federal Benefits Work in Retirement

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

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Estate Planning

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

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Mitigating the Cost of Long-Term Care

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

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Retirement

Planning

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

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Understanding Your TSP

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

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Federal Insurance Programs Unraveled

Discussion Topics:

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

Saturday, November 13th, 2021

10:00 AM EST

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A Golden Opportunity to Roth Convert & Rebalance

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

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Investing 101

Post COVID-19

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

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Planned Giving

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

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Retirement Planning for Federal Employees in the Aftermath of a Pandemic

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

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Retirement Readiness

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!

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.

Visit us on the web at www.F3Eonline.org, call us at (240) 499-0390, or email us at info@F3Eonline.org