Friday, May 6th, 2022

12:00 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

Tuesday, May 10th, 2022

6:00 PM EDT

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

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

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

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

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

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

Discussion Topics:

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