College Funding Methods
Paying for college is one of the major financial decisions you will face in life. This session will provide strategies to save for college, including 529 College Savings Plans and Coverdell Education Savings Accounts. 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.
Healthcare in Retirement
This session will focus on Medicare coverage, out-of-pocket medical expenses, and long-term care insurance. It will also cover topics like understanding healthcare costs in retirement, strategies to cover healthcare costs, the ABCs of Medicare, 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.
Roadmap to Retirement
This session outlines your journey on the Roadmap to Retirement and discusses actions that you should consider at particular ages to ensure you get the most out of your retirement. It will cover topics like longevity risks, healthcare & longterm costs, pros & cons of rollover IRAs, 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.
Financial Wellness Check-Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 10:00 am to 4:00 pm ET.
Taking Control of Your Taxes
This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement. It will cover topics like ordinary income tax rates, payroll taxes, estate, gift, & generation-skipping transfer taxes, 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.
Retirement Strategies for Women
This seminar will focus on retirement strategies for women. It will cover topics such as key financial concerns, organizing key documents and everyday finances, protecting and planning for your future, 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.
Financial Wellness Check-Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage. These specialists will be accessible from 10:00 am to 4:00 pm ET
Fundamentals of Wills, Trusts, & Powers of Attorney
In this session, we will discuss best practices for ensuring your assets are distributed as you wish and to whom you wish. We offer this webinar in three sessions, 8 am, 1 pm, and 6 pm ET.
Retirement & Insurance Planning in Your 50’s and 60’s
This session will cover how to prepare for a successful transition into retirement. This includes how to manage cash flow, mitigate retirement strategy risk, and strategies for investing and protecting assets during retirement
Planning for the Financial Future of a Loved One with Special Needs
Offered by specially trained financial professionals, this session covers estate strategies, guardianship, and creating a Special Needs Trust.