About the webinar Are your estate plans in order? Who is in charge of administering your estate? How will your assets be distributed? Who will care for your minor children? Do you want to be buried or cremated? Join Lindsey Sarowitz, Esquire, as she provides insight into these questions and a basic overview of the following: Why people fail to plan Last Will and Testament Advance Medical Directive Powers of Attorney What is probate and how to...

The Thrift Savings Plan (TSP) contributions limits for 2021 have been announced. Are you maximizing your Thrift Savings Plan? Attend this webinar to learn about TSP changes in 2021. Brian Kurrus, CFP® will present the following: 2021 Contribution Limits New “Spillover” method for catch-up contributions Matching Contributions Traditional vs. Roth New Lifecycle Funds Lifecycle Fund Allocation Changes In-Service Loan & Withdra...

It’s a new year! Join Bob Braunstein, Federal Benefits Specialist, to learn about changes that commence at the beginning of the year, including: Effective Dates of Open Season changes (FEHB, FEDVIP, FSAs) New enrollment cards and when they will be delivered (what to use as proof of coverage until they do). Double checking with providers to ensure they have information on plan/enrollment changes. Likelihood of a Federal Pay Raise and What...

Presented By: Brian Kurrus, CFP® About the webinar This webinar will evaluate the differences between Traditional and Roth TSP, including: Tax differences RMD requirements Matching contributions and contribution limits Qualified distributions Roth conversions Estate planning impact Join Brian Kurrus, CFP® as he presents these and other considerations to help you make the most of your Thrift Savings Plan.

About the webinar By now, many Federal employees have heard of the various medical accounts they can use to save money, but have no idea which offers what and saves them the most. This webinar will take a look at the two popular choices: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), and help determine which one is best for you. Topics to include: What they both have in common Differences between HSAs and FSAs How they are...

Have you ever wondered about working with a financial planner? Perhaps you want to improve your financial circumstances but don’t know where to start, or just don’t have the time or expertise to do it yourself. Maybe you’re facing a decision with huge financial consequences and want to make sure you’re on the right track. Ever just want a second opinion to reassure yourself? You may benefit from working with a financial...

To protect the health and safety of attendees, this event has been canceled due to COVID-19 concerns. The M-Enabling Summit is a joint initiative of the Global Initiative for Inclusive Information and Communication Technologies (G3ict) and E.J. Krause & Associates (EJK) to promote accessible technologies and environments for senior citizens and persons with disabilities. The M-Enabling Summit has established itself as the leading global co...

About the webinar: Join Marc Levine, Esquire, as he talks about why clients are more actively doing their estate planning now during these pandemic times. The importance of health directives – especially now POAs Documents for children and grandparents Organizing documents

The Women and Housing and Finance, Inc. (WHF) 2020 Annual Symposium entitled “What You Need to Know in Compliance Policy and Regulation Today” will focus on key compliance policies and regulations impacting the financial services industry. Director Kathy Kraninger of the Consumer Financial Protection Bureau (CFPB) will serve as the morning keynote speaker, and panelists will address topics including a) congress’ role in regul...

If you are a Federal employee contemplating retirement, there are many things to be considered. A retirement from Federal service has many facets and angles, much like a precious gem. And just like a gem cutter about to cut a gem, you should approach your retirement with careful consideration! This webinar will explore the areas of Federal retirement and benefits that especially merit your pre-retirement consideration: Retirement benefits ...