Maximizing Your Federal Retirement

Friday 7/3/2026

12pm EDT 

 

- Career Assessment

- Retirement Readiness

- Can I Afford to Retire?

- TSP Exit Strategies

- Federal Benefit Checklist

- Protecting Your Estate

- Government Challenges

 

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The Impact of A.I. on Personal Finances

Tuesday 7/7/2026

6pm EDT

 

- How A.I. can improve personal finance

- Facilitating budgeting, investing, and planning 

- Fraud detection

- Potential bias and privacy risks

- Over-reliance on automation

 

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Investing 101

Friday 7/10/2026

12pm EDT 

 

- 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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How Your Federal Benefits Work in Retirement

Tuesday 7/14/2026

6pm EDT

 

- 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

 

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Financial Transitions

Friday 7/17/2026

12pm EDT 

 

- Taking control of your finances

- Reasons for career/job transitions

- Lining up benefits/insurance options

- "Can I, or when can I, retire?"

- Placement resources

- Choosing new benefits (weighing the options)

- Rolling over your 401K vs. leaving it with your old employer

- Understanding your retirement plans and what they are worth

 

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Mitigating the Cost of Long-Term Care

Tuesday 7/21/2026

6pm EDT

 

- Low and no-cost care

- Alternatives

- Medicare/Medicaid coverage

- Inflations and corrections

- What the SECURE Act affects

 

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IRA, TSP, and 401(k) Rollovers 

Friday 7/24/2026

12pm EDT 

 

- Consolidating assets

- Saving / avoiding taxes

- IRS Section 525

- Accessing retirement accounts for current needs

- Leaving IRAs behind and Stretch IRAs

 

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Budgeting, Relationships, & Life Events 

Tuesday 7/28/2026

6pm EDT

 

- 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

 

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Financial Planning in Uncertain Times

Friday 7/31/2026

12pm EDT 

 

- Budgeting for Change

- Benefit Planning

- Retirement Horizons

- TSP Planning

- Exit Strategies

 

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Thank you,