Seneca River Missionary
Baptist Association
Financial Transitions - Register to Learn More
Taking control of your finances
Below you will find registration links for upcoming webinars in May 2025.
It is important that you confirm you have your wills, POA’s, Trust, estate plans,
etc. in place.
Stock Market Volatility for Dummies
Friday 5/2/2025
12pm EDT
- Who is steering your ship?
- Investing vs. wealth management
- Strategic allocation vs. making emotional decisions
- Managing market volatility
- When to buy, when to sell, when to hold
Taxes and the IRS
Saturday 5/3/2025
2pm EDT
- Where do our taxes go?
- Do I need a tax advisor?
- Tax-free savings
- Tax-deferral vs. tax-deductible vs. tax-free
- Why you shouldn’t wait to get your refund
Financial Planning in Uncertain Times
Friday 5/9/2025
12pm EDT
- Best action to take during market volatility
- Good times to Roth convert
- What you have control over
- Budgeting for change
- How to prepare for taxes in retirement
How To Manage Stock Market Volatility
Saturday 5/10/2025
2pm EDT
- Who is steering your ship?
- Investing vs. wealth management
- Strategic allocation vs. making emotional decisions
- Managing market volatility
- When to buy, when to sell, when to hold
How Your Federal Benefits Work in Retirement
Friday 5/16/2025
12pm 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
Federal Benefits' Best Kept Secrets
Saturday 5/17/2025
2pm EDT
- 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
Social Security & Medicare Explained
Friday 5/23/2025
12pm EDT
- Understanding Full Retirement Age
- Calculating Social Security Benefits
- Applying Earlier vs. Later
- Breaking Medicare Down
- Medicare Supplements
- Income-Related Monthly Adjustment Amount
IRA, TSP, and 401(k) Rollovers
Saturday 5/24/2025
2pm EDT
- Consolidating assets
- Saving / avoiding taxes
- IRS Section 525
- Accessing retirement accounts for current needs
- Leaving IRAs behind and Stretch IRAs
Mitigating the Cost of Long-Term Care
Friday 5/30/2025
12pm EDT
- Low and no-cost care
- Alternatives
- Medicare/Medicaid coverage
- Inflations and corrections
- What the SECURE Act affects
Financial Pitfalls
Saturday 5/31/2025
2pm EDT
- 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
