Whether you’re just starting your federal career or have spent decades serving, understanding your federal retirement benefits is essential for a secure financial future.

We invite you to an insightful webinar on Wednesday, October 14th at 11 AM EST. In it, we’ll provide a comprehensive overview of your federal retirement benefits and answer any questions you may have.

Topics we’ll cover include:

• Principles of Retirement

• FERS/CSRS Pension

• Thrift Savings Plan (TSP)

• Federal Employees Group Life Insurance (FEGLI)

• FEHB & Medicare

• Special Retirement Supplement

• Social Security

• Survivor Benefits Program

• Long-Term Care Insurance

• And much more!

Live Q&A: Space is limited, so don’t miss your chance to get your questions answered in real-time.

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Tuesday, October 27th at 6:30PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Smart” Asset Allocation.

• How to protect yourself from a potential “Tax Storm”.

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!