Webinars

We conduct one or two webinars per month designed to educate you on a variety of financial planning topics. All webinars are free to attend and obligate you to nothing. You can keep an eye on this page or just subscribe to our events list to see what’s coming up next. To attend, just click the link below for the topic you’d like to see, and it’ll take you to the registration page. All webinars are recorded, so you can watch afterward if you can’t make a live event or if it’s already happened.

UPCOMING EVENTS

2018 Tax Reform: Impacts & Opportunities

Wednesday, November 14th, 1:00 PM Eastern

With (most of) the political noise about the first substantial tax law change in a generation behind us, you have a few months left this year to plan for how those changes are likely to affect you in April. More important, you have a few months left to make any adjustments to mitigate or eliminate some of the less pleasant effects. Some of those adjustments need to be made before the end of the calendar year.

This webinar is for you if you actually plan ahead for tax season. If you’re content to be surprised in April–and especially if you’re still making political noise about the new laws–come on back next month when we talk about the Department of Defense Blended Retirement System.

Click Here to Register

Blended Retirement System: Time’s Up, Get Off the Fence

Wednesday, December 5th, 1:00 PM Eastern

Been dragging your feet making your opt-in decision for the Department of Defense’s new Blended Retirement System (BRS)? Maybe you’ve decided you’re just not going to opt in but haven’t actually looked at the numbers. In this webinar we’ll cover how to break down your decision, including side-by-side by-the-numbers comparison of the legacy system to BRS as well as some factors that may override what the numbers tell you you’re “supposed to do.” Our own BRS spreadsheet will be available for download to help you run your own numbers and quickly perform whatever “what if” analysis is relevant to you.

This webinar is for you if you haven’t opted in to BRS yet and want to make YOUR best decision, or if you’re in a position of leadership and people are looking to you for some guidance on their own decision.

Click Here to Register

PAST EVENTS

Three Ways to Simplify Your Financial Transition at Military Retirement

Wednesday, October 17th, 1:00 PM Eastern

As we all prepare to take off the uniform for the final time, we face a few complex financial decisions involving tens, or even hundreds of thousands of dollars worth of costs and benefits. In this webinar, we’ll give you three simple tips to take the fear out of this process and make your financial transition decisions the same way you did while you served–from a place of earned confidence that starts with understanding and mastering risk. In this webinar, we’ll cover how to make your best decisions regarding:
– Pros and cons to converting SGLI coverage to VGLI
– Survivor Benefit Plan (SBP) election
– Whether to roll over your Thrift Savings Plan balance
– Federal Long Term Care Insurance Program

If you or a spouse are preparing to retire from military service, or have retired within the last three years, this webinar is for you!

Watch the Video

Financial Planning for Life’s Transitions