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Upcoming Open Webinars:

September 2023


Below are the financial education webinars we are presenting this month that are open to the public.


Click the Sign Up button to register!

Tuesday, August 29th, 2023

6:00 PM EDT

A Golden Opportunity to Roth Convert & Re-balance

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

Social Security 101

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

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

Friday, September 8th, 2023

12:00 PM EDT

Taking Charge of Your Financial Wellness

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

Legacy Planning & Creating Generational Wealth

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

SECURE Act 2.0 Best Kept Secrets

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

Federal Benefits' Best Kept Secrets

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

How to Manage Stock Market Volatility

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

Estate Planning Best Kept Secrets

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

Social Security & Medicare Explained

Discussion Topics:

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

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 [email protected]