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Upcoming Open Webinars: June - July 2020

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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

Friday, July 3rd, 2020

12:00 PM EDT

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10 Steps to Financial Freedom

Discussion Topics:

  • Finding your net income
  • Overcoming obstacles to creating wealth
  • Maximum savings and investment planning
  • Introduction to estate planning
  • Creating a financial road map
  • Real estate strategies

Friday, July 10th, 2020

12:00 PM EDT

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Mortgage & Real Estate Opportunities

Discussion Topics:

  • Key real estate issues: how much, when and where to buy?
  • ABCs of credit and applying for a mortgage
  • Different types of mortgage loans and leverage for your wealth
  • How to avoid capital gains tax when selling real estate

Saturday, July 11th, 2020

10:00 AM EDT

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Charitable Trust & Tax Planning Best Kept Secrets

Discussion Topics:

  • An introductory course for charitable trusts
  • Learn key differences between tax avoidance and tax deferral
  • Uncover the secrets to tax harvesting
  • Understand three pivotal ways to do a Roth conversion

Friday, July 17th, 2020

12:00 PM EDT

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College Planning 101

Discussion Topics:

  • The M.Y.T.H. about financial aid
  • Sources of money
  • Need-based vs. non need-based
  • College funding vs. financial planning
  • Advice
  • The reward

Saturday, July 18th, 2020

10:00 AM EDT

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Mortgage & Real Estate Opportunities

Discussion Topics:

  • Key real estate issues: how much, when and where to buy?
  • ABCs of credit and applying for a mortgage
  • Different types of mortgage loans and leverage for your wealth
  • How to avoid capital gains tax when selling real estate

Friday, July 24th, 2020

12:00 PM EDT

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Medicare Basics

Discussion Topics:

  • Medicare Part A
  • Different plans/supplements that are available
  • Individual part coverage
  • How to navigate Medicare Part D
  • Financial responsibility under Medicare

Saturday, July 25th, 2020

10:00 AM EDT

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Breaking Down the SECURE Act

Discussion Topics:

  • Understanding the basics of the SECURE Act
  • How to use the SECURE Act to your utmost advantage
  • What does this mean for stretch IRAs and small businesses?
  • Learn the pros and cons and how they affect you

Saturday August 1st, 2020

10:00 AM EDT

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Retirement Planning for Federal Employees in the Aftermath of a Pandemic

Discussion Topics:

This pandemic has created a volatile environment for federal employees, leaving them questioning where, when, and if they will ever retire.

Take advantage of this innovative webinar to uncover key tax sheltering strategies and develop a plan for the post-COVID-19 market changes.

Questions about your MRA calculations, TSP income options, maximum Pension, Social Security, and Insurance will all be answered during this game-changing virtual course.

Friday, August 7th, 2020

12:00 PM EDT

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College Planning

Discussion Topics:

  • The myth about financial aid
  • Sources of money
  • Need-based vs. non need-based
  • College funding vs. financial aid
  • Advice
  • The reward

Saturday, August 8th, 2020

10:00 AM EDT

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Strategic Allocation

Discussion Topics:

  • Planning your wealth for interest rate fluctuation, inflation, and market volatility and taxes
  • Using strategic allocations to meet your financial goals
  • Tax-free, lifetime streams of income
  • COLA income

Friday, August 14th, 2020

12:00 PM EDT

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Understanding Your TSP

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

Saturday, August 15th, 2020

10:00 AM EDT

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Financial Fitness

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

Friday, August 21st, 2020

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

Saturday, August 22nd, 2020

10:00 AM 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

Friday, August 28th, 2020

12:00 PM EDT

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Pre-Retirement Planning for Federal Employees


Discussion Topics:

  • 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

Saturday, August 29th, 2020

10:00 AM EDT

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A Golden Opportunity to Roth Convert & Re-balance


Discussion Topics:

  • COVID-19 has created a massive tax opportunity we haven’t seen in decades!
  • Engage in a candid 1-on-1 with 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

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