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Upcoming Open Webinars:

May 2022

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Below are the financial education workshops we are presenting this month that are open

to the public via webinar.


Click the Sign Up button to register!

Friday, May 6th, 2022

12:00 PM EDT

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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


Tuesday, May 10th, 2022

6:00 PM 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


Friday, May 13th, 2022

12:00 PM 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

Tuesday, May 17th, 2022

6:00 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, May 20th, 2022

12:00 PM EDT

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Planned Giving

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, May 24th, 2022

6:00 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

Friday, May 27th, 2022

12:00 PM EDT

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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

Tuesday, May 31st, 2022

6:00 PM EDT

Federal Insurance Programs Unraveled

Discussion Topics:

  • OASDI
  • Medicare
  • Medicaid
  • FEHBP
  • FLTCIP
  • FEGLI
  • Social Security Supplement

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