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12 events found.

Estate Planning

  1. Events
  2. Estate Planning

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  • May 2024

  • Wed 22
    Featured May 22, 2024 @ 9:00 am - 10:30 am EDT Estate Planning for the Foreign Affairs Community

    Estate Planning for the Foreign Affairs Community

    ZOOM

    This webinar will focus on estate planning, specifically on wills, trusts, powers of attorney, and gifting.

  • Wed 22
    Featured May 22, 2024 @ 7:00 pm - 8:30 pm EDT Estate Planning for the Foreign Affairs Community

    Estate Planning for the Foreign Affairs Community

    ZOOM

    This webinar will focus on estate planning, specifically on wills, trusts, powers of attorney, and gifting.

  • March 2025

  • Thu 27
    Featured March 27 @ 11:00 am - 11:30 am EDT

    AFSPA Live Q&A: Senior Planning

    Do you have questions about Senior Planning? You’re invited to join our live Q&A session on Thursday, March 27, at 11:00 AM ET. Kyle Longton, AFSPA’s CEO will be available to answer your questions related to this topic.

  • May 2025

  • Tue 20
    Featured May 20 @ 8:00 am - 9:00 am EDT Transitioning Successfully into Retirement

    Transitioning Successfully into Retirement

    ZOOM

    This session will discuss the importance of managing cash flow, which benefits can stay with you after retirement, how to manage retirement savings, and the importance of estate planning. It will also cover topics like ensuring a successful transition into retirement, healthcare in retirement, managing cash flow and expenses, and more. We offer this webinar in three sessions: 8 a.m., 1 p.m., and 6 p.m. ET. Please choose the session time that works best with your schedule.

  • Tue 20
    Featured May 20 @ 1:00 pm - 2:00 pm EDT Transitioning Successfully into Retirement

    Transitioning Successfully into Retirement

    ZOOM

    This session will discuss the importance of managing cash flow, which benefits can stay with you after retirement, how to manage retirement savings, and the importance of estate planning. It will also cover topics like ensuring a successful transition into retirement, healthcare in retirement, managing cash flow and expenses, and more. We offer this webinar in three sessions: 8 a.m., 1 p.m., and 6 p.m. ET. Please choose the session time that works best with your schedule.

  • Tue 20
    Featured May 20 @ 6:00 pm - 7:00 pm EDT Transitioning Successfully into Retirement

    Transitioning Successfully into Retirement

    ZOOM

    This session will discuss the importance of managing cash flow, which benefits can stay with you after retirement, how to manage retirement savings, and the importance of estate planning. It will also cover topics like ensuring a successful transition into retirement, healthcare in retirement, managing cash flow and expenses, and more. We offer this webinar in three sessions: 8 a.m., 1 p.m., and 6 p.m. ET. Please choose the session time that works best with your schedule.

  • July 2025

  • Tue 22
    Featured July 22 @ 8:00 am - 9:00 am EDT Advanced Estate Planning Strategies

    Advanced Estate Planning Strategies

    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

  • Tue 22
    Featured July 22 @ 1:00 pm - 2:00 pm EDT Advanced Estate Planning Strategies

    Advanced Estate Planning Strategies

    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

  • Tue 22
    Featured July 22 @ 6:00 pm - 7:00 pm EDT Advanced Estate Planning Strategies

    Advanced Estate Planning Strategies

    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

  • August 2025

  • Tue 5
    Featured August 5 @ 8:00 am - 9:00 am EDT Your Social Security Benefits

    Your Social Security Benefits

    ZOOM

    This session provides an in-depth explanation on the retirement, disability, and death benefits of Social Security. It will also cover topics like the basics of Social Security, how to enroll, retirement income needs, and strategies to maximize your Social Security income.

  • Tue 5
    Featured August 5 @ 1:00 pm - 2:00 pm EDT Your Social Security Benefits

    Your Social Security Benefits

    ZOOM

    This session provides an in-depth explanation on the retirement, disability, and death benefits of Social Security. It will also cover topics like the basics of Social Security, how to enroll, retirement income needs, and strategies to maximize your Social Security income.

  • Tue 5
    Featured August 5 @ 6:00 pm - 7:00 pm EDT Your Social Security Benefits

    Your Social Security Benefits

    ZOOM

    This session provides an in-depth explanation on the retirement, disability, and death benefits of Social Security. It will also cover topics like the basics of Social Security, how to enroll, retirement income needs, and strategies to maximize your Social Security income.

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