Events

7/17/20 12:00pm EDT 

College Planning 101:  Presented by the Foundation for Financial Education 

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

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7/18/20 10:00am EDT 

Mortgage and Real Estate Opportunities:  Presented by the Foundation for Financial Education 

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

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7/24/20 12:00pm EDT 

Medicare Basics:  Presented by the Foundation for Financial Education 

  • 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” 

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7/25/20 10:00am EDT 

Breaking Down the SECURE Act:  Presented by the Foundation for Financial Education 

  • 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 

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7/31/20 12:00pm EDT 

Financial Fitness: Presented by the Foundation for Financial Education 

  • 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 

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8/1/20 10:00am EDT:  Retirement Planning for Federal Employees in the Aftermath of a Pandemic:  Presented by the Foundation for Financial Education 

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.  

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8/7/20 12:00pm EDT:  College Planning 101:  Presented by the Foundation for Financial Education 

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

CLICK HERE TO REGISTER 

 


8/8/20 10:00am EDT:  Strategic Allocation:  Presented by the Foundation for Financial Education 

  • 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 

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8/14/20 12:00pm EDT:  Understanding your TSP:  Presented by the Foundation for Financial Education 

  • 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 

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8/15/20 10:00am EDT:  Financial Fitness: Presented by the Foundation for Financial Education 

  • 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 

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8/21/20 12:00pm EDT:  Federal Benefits’ Best Kept Secrets:   Presented by the Foundation for Financial Education 

  • 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 

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8/22/20 10:00am EDT:  Retirement Planning:  Presented by the Foundation for Financial Education 

  • 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 

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8/28/20 12:00pm EDT:  Pre-Retirement Planning for Federal Employees:  Presented by the Foundation for Financial Education 

  • 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 

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8/29/20 10:00am EDT:  A Golden Opportunity to Roth Convert & Re-balance: Presented by the Foundation for Financial Education 

  • 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 

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