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Estate Planning Made Easy for Federal Employees

Thursday, November 13th at 12pm EST

Protecting your assets and making sure your wishes are carried out doesn’t have to be complicated. This session is designed for federal employees and their families, showing you how to create a simple and affordable estate plan that keeps your benefits, savings, and legacy secure.

You’ll discover:

– Why a will alone may not be enough to protect your family –

– How to avoid probate, court delays, and unnecessary expenses

–  Straightforward steps to safeguard your privacy and care for loved ones

This event explores the key documents every federal family should have—wills, living trusts, and powers of attorney.

ROTH Blueprint: Increase Your Lifetime Tax-Free Wealth by Up to 97%

Thursday, November 20th at 12pm and 6pm EST

Join this powerful online workshop to learn how to turn your TSP and IRA savings into tax-free income for retirement. Discover how strategic Roth planning can help you keep more of what you’ve earned.

In this session, you’ll learn how to:

– Prepare for upcoming tax law changes that could affect your retirement income.
– Avoid the “double compounding” effect that quietly drains wealth.
– Protect your Social Security benefits from unnecessary taxation.
– Create a tax-efficient income strategy to minimize future tax brackets.

Don’t miss this opportunity to gain clarity and confidence about your retirement plan.

August – Navigating the New Tax Law

May – ROTH vs. Traditional TSP

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