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
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
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”
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
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
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.
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
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
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
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
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
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
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
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