Webinars / Workshops
Browse Our Featured Webinars / Workshops
At the Financial Education Partnership, we supply educational webinars and workshops which last no more than one hour and are typically held at a place of business, local college, library or community center. Pre-Covid, a classroom type setting was ideal, encouraging participants to ask questions throughout the presentation and at the end. The feedback on our workshops has been phenomenal, with 90% of our hosts re-booking after the first event. We’d love to share our testimonials with you!
We are proud of the work we do! Our workshops and webinars are not sales events, they are solely for educational purposes. The Financial Education Partnership does not endorse or promote any specific business, products, services, professional firms or individuals. The purpose of these workshops, webinars and individual support is to provide practical recommendations to enable individuals to take charge of their financial wellness and overall goals.
If you’d like to coordinate a webinar or workshop for your organization / workplace, please contact us at info@FEPonline.org
10 Steps to Financial Freedom
- Find your “money view”
- How to create a budget
- How to get out of debt
- Creating an abundance mentality
- Saving and investing
- Make a difference
A Golden Opportunity to Roth Convert & Re-balance
- Explore the massive tax opportunity we haven’t seen in decades!
- Gain insight from the area’s foremost Roth Conversion Practitioner
- Discover the silver lining following Market Corrections
- Uncover Top Secrets that Wall Street doesn’t want you to know
Advanced Social Security Planning
- How cost-of-living adjustments affect your Social Security
- Breakeven analysis: should you collect at age 62, 66, or 70?
- How are your benefits calculated?
- How to collect IRAs & let your Social Security grow 8% per year
- Delayed retirement credits: guaranteed 8% for 4 or 8 years
Breaking Down the SECURE Act
- Understanding the basics of the SECURE Act
- How to use the SECURE Act to your utmost advantage
- What does this mean for stretch IRAs and small businesses?
- Learn the pros and cons and how they affect you
Budgeting, Relationships, and Life Events
- Creating financial wellness
- Financial wellness growth opportunities
- 4 crucial financial issues to discuss in relationships
- Life events that change financial plans and how to handle them
Charitable Trust & Tax Planning Best Kept Secrets
- An introductory course for charitable trusts
- Learn key differences between tax avoidance vs tax deferral
- Uncover the secrets to tax harvesting
- Understand three pivotal ways to do a Roth conversion
College Planning 101
- Misconceptions about financial aid
- Raising money
- Types of aid
- Financial aid vs. funding
- Tips and tricks
- The payoff
Cryptocurrency Explained
- Bitcoin, Alt Coins, and NFTs
- Blockchain Technology
- Tax and Legislative Treatment
- Buy and Hold or Trade?
Estate Planning
- Dealing with death and estate taxes
- Will and trusts
- Probate and your estate
- Choosing an executor
- Lifetime giving exclusion
- Unlimited marital deduction
- Tax-free inheritance
Federal Benefits 101
- Why & what federal employees need to plan for
- Basic options for insurance
- How to calculate my pension
- Retirement eligibility guidelines
- Common mistakes made in the TSP
Federal Benefits Best Kept Secrets
- ChFEBC advisor
- What tax bracket will you be in at retirement?
- What makes us so special?
- The rules of the game
- Exit strategies
- Free insurance
- TSP, catch-up, and loans
- CSRS voluntary contribution
Federal Insurance Programs Unraveled
- OASDI
- Medicare
- FEHBP
- Medicaid
- FLTCIP
- FEGLI
- Social Security supplement
Federal Leave & Earning Statements
- How to interpret your statement line-by-line
- Selecting the proper options for benefits
- Managing your tax withholdings
- Where does all my money go?
- Hidden opportunities within your paycheck
- Disability and Social Security
Financial Fitness
- Managing cash flow
- Tax Planning 101
- Financial roadmap
- Overcome what decreases your income
- Optimizing investment plans and saving
- Estate intro
Financial Pitfalls
- Not thinking ahead
- Neglecting debt
- Forgetting your estate plan
- Reckless tax management
- Relying on the internet
- Lack of an exit strategy
Financial Planning in Uncertain Times
- Budgeting for change
- Retirement horizons
- TSP Planning
- Benefit Planning
- Exit Strategies
Financial Protection After a Security Breach
- Warning signs that your identity has been stolen
- What to do if it happens to you
- Protecting your identity
- The difference between credit freeze & fraud alert
Financial Transitions
- Reasons for career/job transitions
- Placement resources
- Can I, or when can I, retire?
- Lining up your benefits/insurance options
- Choosing new benefits (weighing the options)
- Rolling over your 401k -vs- leaving it at your old employer
- Taking control & ownership of your finances
- Understanding your retirement plans & what they are worth
Holiday Spending
- Setting expectations
- Budgeting
- Building a naughty or nice list
- Hidden holiday costs
- Best practices when spending
How Your Federal Benefits Work in Retirement
- Your TSP income options
- What is taxable income in retirement?
- How to get free federal life insurance
- Combining your health insurance with Medicare
- Nuances to long-term care
- Social Security Supplement with FERS
Intro to Real Estate
- Understanding mortgage options
- Location, location, location
- Real estate as an investment
- First-time home buying
- VA/FHA Programs
- Tax Benefits
IRA, TSP, & 401K Rollovers
- Consolidating assets
- IRS section 525
- Accessing your retirement accounts for
current needs - Saving/avoiding taxes
- Leaving IRAs behind/stretch IRA
Legacy Planning and Creating Generational Wealth
- Generational wealth accumulation
- Your financial wellness and its importance
- How does your planning affect your family?
- What is a TOD?
- Charitable giving
- Wills and trusts
Maximizing Your Financial Plan
- Macro manager
- Financial planner
- Common financial myths
- The rules of the game are changing
- Exit strategies
- Where do we go from here?
Medicare Basics
- Medicare Part A
- Different plans/supplements that are available
- Individual part coverage
- How to navigate Medicare Part D
- Financial responsibility under Medicare
Mitigating the Cost of Long-Term Care
- LTC by the numbers
- Federal LTC program
- Activities of daily living
- Qualifying for low/no-cost coverage
- LTC insurance alternatives
- Medicaid planning
- LTC during retirement
Mortgage & Real Estate Opportunities
- Managing investment properties
- Leverage in real estate
- Buying opportunity in a down market
- Buying vacation and retirement homes
- REOs, foreclosures, and short sales
- Real estate inside your IRA
Planned Giving
- One-time gifts vs ongoing
- Tax ramifications to families and estates
- Using charitable trusts or charitable strategies for planned giving
- Leaving a planned giving legacy
- Benefits to you and your family
Pre-Retirement Planning for Federal Employees
- States that don’t tax federal pensions
- Jumpstart survivor benefits
- How to calculate FERS/CSRS pension benefits
- Roth & catch-up TSP
- Health insurance for spouse and family
- Social Security windfall elimination, supplement, and integration
Retirement Planning
- How not to outlive your money
- Running the retirement marathon
- How taxes and inflation impact retirement
- Exit strategies
- RMDs
- Stretch IRAs
- Long-term care considerations
Retirement Planning for Federal Employees
- Where and when to retire
- MRA calculations
- TSP income options
- Pension maximum
- When to draw Social Security
- Health insurance vs. Medicare
- Federal Long-Term Care Insurance
Retirement Planning for Federal Employees in the Aftermath of a Pandemic
- What retirement changes to expect and what to do next
- Key tax sheltering strategies and how to develop plan for the post-COVID-19 market changes.
- MRA calculations, TSP income options, maximum pension, Social Security, and insurance
Retirement Planning in the Aftermath of a Pandemic
- Keep your retirement accounts safe from a pandemic
- Uncover key strategies to tax shelter your retirement from the government
- Learn how to plan for taxes and inflation increasing after multi-trillion dollar government bailouts
- Consider changing your mindset on Social Security and estate planning strategies in an unknown future
Retirement Readiness
- Retirement Survival Guide
- Social Security Strategy
- Lifetime Income Plan
- Estates and Beneficiaries
- Planning for the What Ifs
- Retirement Accounts and Investments
- 4-Step Readiness Checklist
Social Security 101
- Understanding the basics of Social Security
- How to optimize your benefits
- Advantages of applying after full retirement age
- How are your benefits calculated?
- How cost-of-living adjustments affect your
Social Security
Stock Market Crashes for Dummies
- Understanding market corrections
- What triggers a market correction?
- What to do during market volatility
- Consult with a professional
- Find the silver lining
- Stock market math
Strategic Allocation
- Planning your wealth for interest rate fluctuation, inflation, market volatility, & taxes
- Using strategic allocations to meet your financial goals
- Tax-Free, lifetime stream of income
- COLA income
Taxes & The IRS
- Where do our taxes go?
- Do I need a tax advisor?
- Tax avoidance
- Tax-free savings
- Tax-deferral vs. tax-deductible vs. tax-free
- Why you shouldn’t wait to get your refund
Understanding Your TSP
- Eligibility and limits
- Allocation options
- Roth vs. traditional
- When rollovers and loans make sense
- Retirement distributions
Who Is Your Healthcare Advocate?
- How do you legally designate a healthcare advocate?
- What will Medicare cover for you as part of your elder care?
- Who should you have designated on your healthcare team?
- Where should you keep your lists of medications and assets?
- Should you self-insure for long-term care, invest in long-term care insurance, or rely on Medicaid?