Friday, February 3rd, 2023

12:00 PM EST

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

Tuesday, February 7th, 2023

6:00 PM EST

Discussion Topics:

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

Friday, February 10th, 2023

12:00 PM EST

Discussion Topics:

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

Tuesday, February 14th, 2023

6:00 PM EST

Discussion Topics:

• Common Misconceptions of Long-Term Care
• Changes to Federal Long-Term Care
• Qualifying for Low-Cost / No-Cost Coverage
• Eldercare Law
• Medicaid vs Medicare Planning
• Alternatives to Long-Term Care

Friday, February 17th, 2023

12:00 PM EST

Discussion Topics:

- Taking control of your finances

- Reasons for career/job transitions

- Lining up benefits/insurance options

- "Can I, or when can I, retire?"

- Placement resources

- Choosing new benefits (weighing the options)

- Rolling over your 401K vs. leaving it with your old employer

- Understanding your retirement plans and what they are worth

Tuesday, February 21st, 2023

6:00 PM EST

Discussion Topics:

• Discover how and when you are eligible
• Explore the different types of contributions
• Learn about Roth vs. Traditional TSP
• Make the Most of Your Allocation Options

Friday, February 24th, 2023

12:00 PM EST

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, February 28th, 2023

6:00 PM EST

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