| 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 |
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| Saturday, September 11th, 2021 12:00 PM EDT |
- 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
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| Friday, September 17th, 2021 12:00 PM EDT |
- 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
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| Saturday, September 18th, 2021 10:00 AM EDT |
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What's Up With The Stock Market? |
- The big short, GME, AMC and more
- Cryptocurrency explained
- Millennials and Market timing
- The 3 most powerful and foolproof investment strategies
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| Friday, September 24th, 2021 12:00 PM EDT |
- Key charitable giving strategies
- Legacy planning
- What the CARES Act has changed
- Best kept secret of planned giving
- Tax advantages you can use now
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| Saturday, September 25th, 2021 12:00 PM EDT |
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Mortgage & Real Estate Opportunities |
- 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
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| Friday, September 24th, 2021 12:00 PM EDT |
- Key charitable giving strategies
- Legacy planning
- What the CARES Act has changed
- Best kept secret of planned giving
- Tax advantages you can use now
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| Saturday, September 25th, 2021 12:00 PM EDT |
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Mortgage & Real Estate Opportunities |
- 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
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| Friday, October 1st, 2021 12:00 PM EDT |
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A Golden Opportunity to Roth Convert & Rebalance |
- Common mistakes
- Harvesting your income
- Actions to take now
- Who is eligible?
- Benefits of converting now
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| Saturday, October 2nd, 2021 10:00 AM EDT |
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Retirement Planning in the Aftermath of a Pandemic |
- Find your overall plan
- Common retirement issues
- Pandemic volatility
- Game changers
- Taxes and a pandemic
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| Friday, October 8th, 2021 12:00 PM EDT |
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Financial Planning in Uncertain Times |
- Budgeting for Change
- Benefit Planning
- Retirement Horizons
- TSP Planning
- Exit Strategies
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| Saturday, October 9th, 2021 10:00 AM EDT |
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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
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| Friday, October 15th, 2021 12:00 PM EDT |
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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
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| Saturday, October 16th, 2021 10:00 AM EDT |
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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
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| Friday, October 22nd, 2021 12:00 PM EDT |
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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
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| Saturday, October 23rd, 2021 10:00 AM EDT |
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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
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| Friday, October 29th, 2021 12:00 PM EDT |
- 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
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| Saturday, October 30th, 2021 10:00 AM EDT |
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Mitigating the Cost of Long-Term Care |
- Low and no-cost care
- Alternatives
- Medicare/Medicaid coverage
- Inflations and corrections
- What the SECURE Act affects
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Keep checking back for future webinars, updated monthly! |
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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. |
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