This Month's Webinars

Financial Pitfalls

• Defining the three stages of your financial life
• The importance of tax strategies
• Retirement planning
• Exit strategies
• Avoiding "one size fits all" advice
• Planning for college, death, disability, taxes, and inflation

The Impact of A.I. on Personal Finances

• How A.I. can improve personal finance
• Facilitating budgeting, investing, and planning
• Fraud detection
• Potential bias and privacy risks
• Over-reliance on automation

Taking Charge of Your Financial Wellness

• 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

How Your Federal Benefits Work in Retirement

• Your TSP income options
• What is taxable income in retirement?
• How to get free federal life insurance
• Combining your health insurance with Medicare
• Nuances to long-term care
• Social Security Supplement with FERS

Legacy Planning & Creating Generational Wealth

• Generational wealth accumulation
• Your financial wellness & its importance
• How does your planning affect your family?
• What is a TOD?
• Charitable giving
• Wills & trusts

Mitigating the Cost of Long-Term Care

• Low and no-cost care
• Alternatives
• Medicare/Medicaid coverage
• Inflation and corrections
• What the SECURE Act affects

Elder Care Strategies

• Long-Term Care By the Numbers
• Federal LTC Programs
• Activities of Daily Living
• Qualifying for Low / No Cost Coverage
• LTC Insurance Alternatives
• Medicaid Planning
• LTC During Retirement

Budgeting, Relationships, & Life Events

• Creating financial wellness
• Financial wellness growth opportunities
• Four crucial financial issues to discuss in relationships
• Life events that change financial plans and how to handle them

Retirement Readiness

• Retirement Survival Guide
• Social Security Strategy
• Lifetime Income Plan
• Estates and Beneficiaries
• Planning for the What Ifs
• Retirement Accounts and Investments
• 4-Step Readiness Checklist

Summer Music Festival

Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.

Summer Music Festival

Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.

Summer Music Festival

Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.