Tuesday, October 4th, 2022

6:00 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

Friday, October 7th, 2022

12:00 PM EDT

Discussion Topics:

• Changes to TSP

• New funds

• New fees

• Withdrawals

• Distributions

Tuesday, October 11th, 2022

6:00 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"

Friday, October 14th, 2022

12:00 PM EDT

Discussion Topics:

• Traditional Asset Allocations
• Evolution of New Allocations
• Tax Implications
• Income Planning
• How To Benefit You, Your Family, and Charity
• Changing Market

Tuesday, October 18th, 2022

6:00 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

Friday, October 21st, 2022

12:00 PM EDT

Discussion Topics:

- The rules of the game

- What tax bracket will I be in at retirement?

- TSP/IRA

- Protection Components

- Medicare

- Exit Strategies

Tuesday, October 25th, 2022

6:00 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

Friday, October 28th, 2022

12:00 PM EDT

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