Friday, September 2nd, 2022

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 6th, 2022

6:00 PM EDT

Discussion Topics:

• OASDI

• Medicare

• Medicaid

• FEHBP

• FLTCIP

• FEGLI

• Social Security Supplement

Friday, September 9th, 2022

12:00 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

Tuesday, September 13th, 2022

6:00 PM EDT

Discussion Topics:

• 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, September 16th, 2022

12:00 PM EDT

Discussion Topics:

• Medicare Part A
• Individual part coverage
• Financial responsibility under Medicare
• Different plans/supplements that are available
• Preventable hidden costs
• How to navigate Medicare Part D
• The "Doughnut Hole"

Tuesday, September 20th, 2022

6:00 PM EDT

Discussion Topics:

• Long Term Care By the Numbers
• Federal LTC Programs
• Activities of Daily Living
• Qualifying for Low / No Cost Coverage
• LTC Insurance Alternatives
• Medicaid Planning
• LTC During Retirement

Friday, September 23rd, 2022

12:00 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



Tuesday, September 27th, 2022

6:00 PM EDT

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, September 30th, 2022

12:00 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