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Upcoming Open Webinars:

September - October 2021

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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@FEPonline.org for more information

Saturday, September 11th, 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

Friday, September 17th, 2021

12:00 PM EDT

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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

Saturday, September 18th, 2021

10:00 AM EDT

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What's Up With The Stock Market?

Discussion Topics:

  • The big short, GME, AMC and more
  • Cryptocurrency explained
  • Millennials and Market timing
  • The 3 most powerful and foolproof investment strategies

Friday, September 24th, 2021

12:00 PM EDT

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Planned

Giving

Discussion Topics:

  • Key charitable giving strategies
  • Legacy planning
  • What the CARES Act has changed
  • Best kept secret of planned giving
  • Tax advantages you can use now

Saturday, September 25th, 2021

12:00 PM EDT

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Mortgage & Real Estate Opportunities

Discussion Topics:

  • Key real estate issues, how much, when, and where to buy?
  • ABCs of credit and qualifying for a mortgage
  • Different types of mortgage loans and leverage for your wealth
  • How to avoid capital gains tax when selling real estate

Friday, September 24th, 2021

12:00 PM EDT

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Planned

Giving

Discussion Topics:

  • Key charitable giving strategies
  • Legacy planning
  • What the CARES Act has changed
  • Best kept secret of planned giving
  • Tax advantages you can use now

Saturday, September 25th, 2021

12:00 PM EDT

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Mortgage & Real Estate Opportunities

Discussion Topics:

  • Key real estate issues, how much, when, and where to buy?
  • ABCs of credit and qualifying for a mortgage
  • Different types of mortgage loans and leverage for your wealth
  • How to avoid capital gains tax when selling real estate

Friday, October 1st, 2021

12:00 PM EDT

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A Golden Opportunity to Roth Convert & Rebalance

Discussion Topics:

  • Common mistakes
  • Harvesting your income
  • Actions to take now
  • Who is eligible?
  • Benefits of converting now

Saturday, October 2nd, 2021

10:00 AM EDT

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Retirement Planning in the Aftermath of a Pandemic

Discussion Topics:

  • Find your overall plan
  • Common retirement issues
  • Pandemic volatility
  • Game changers
  • Taxes and a pandemic

Friday, October 8th, 2021

12:00 PM EDT

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Financial Planning in Uncertain Times

Discussion Topics:

  • Budgeting for Change
  • Benefit Planning
  • Retirement Horizons
  • TSP Planning
  • Exit Strategies

Saturday, October 9th, 2021

10:00 AM EDT

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Federal Benefits

Best Kept Secrets

Discussion Topics:

  • 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

Friday, October 15th, 2021

12:00 PM EDT

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Pre-Retirement Planning For Federal Employees

Discussion Topics:

  • 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

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

Keep checking back for future webinars, updated monthly!

The Financial Education Partnership 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.FEPonline.org, call us at (240) 813-8969 or email us at info@FEPonline.org