Presentations and Webinars

We will sometimes produce presentations and webinars to educate an audience on a variety of financial planning topics. We record the presentations and webinars and post them here for future use.

Common Tax Errors Made by Self-Preparers

January 9th, 2019

Ever since the advent of self-preparation software more than thirty years ago, preparing and filing your own tax returns has only ever gotten progressively easier. Preparing your return PROPERLY, however, remains a challenge for millions of well-meaning taxpayers. With W-2 and 1099 documents typically arriving late in January, now is a perfect time to review a few of the more common pitfalls for people who prepare their own returns. In this session, we’ll cover how to avoid mistakes filing your state return, reporting children’s income and reporting on real estate holdings, to name just a few things. We’ll also go over what to look for when you decide you’re ready to engage professional help to prepare your returns.

This webinar is for you if you’re military with either spouse filing returns in states where you don’t currently reside , if you own a rental property, or if you’re looking for indicators that it may be time to get help with your returns. The presentation is planned for thirty minutes, with another thirty minutes set aside for questions. Be sure to stick around until the end for a special offer.

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

December 5th, 2018

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.

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2018 Tax Reform: Impacts & Opportunities

November 14th, 2018

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.

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Three Ways to Simplify Your Financial Transition at Military Retirement

October 17th, 2018

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!

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Financial Planning for Military & Veteran Families