Host Bob Leins, CPA® welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC. Our discussion will focus on factors that make Estate Planning for women unique. We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life.
Host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire, Miles & Stockbridge, PC. Projections have been made that the majority of 2018 tax returns will show a lower income tax. Our discussion will focus on how you should benefit from the changes.
Host Bob Leins, CPA® welcomes Joel Cundick, CFP® to kick off the New Year with financial goal setting.
Host Bob Leins, CPA® welcomes Mike Townshend transition and aging authority and founder of Carpe Diem Coaching. Growing up in a multigenerational household himself, Mike shares firsthand experience on the topic.
Host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist at NITP, welcome John Jilek, CFP® to talk about the Thrift Savings Plan.
Host Bob Leins, CPA welcomes Tammy Flanagan, Senior Benefits Director at NITP, and Mike Causey of Federal News Radio, to talk about the best dates to retire.
December 17, 2018 – Host Bob Leins, CPA® and co-host Bob Braunstein, Federal Benefits Specialist with NITP, welcome Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA).
Host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist with NITP to talk about Medicare.
Host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, as they welcome guests Gavin Toner, Jennifer Williams, and Dr. Bruce Wollman from Kaiser Permanente.
Hosts Bob Leins, CPA® and Ray Kirk, Ph.D. and Federal Benefits Specialist at NITP, welcome Jeff Schwab, Vice President of Marketing at Dominion National to the studio to focus on dental benefits.
Hosts Bob Leins, CPA® and Ray Kirk, Ph.D. and Federal Benefits Specialist at NITP, welcome insurance expert and author Walton Francis to the studio to talk about FEHBP open season. The CHECKBOOK’s Guide shows that most families can save $2,000 or more by selecting better plan choices.
Host Bob Leins, CPA® and co-host Ray Kirk, Ph.D. and Federal Benefits Specialist at NITP, welcome Brian Sperling, Senior Account Manager, and Kathy Ross, Chief Health and Experience Officer with Government Employees Health Association, Inc. (GEHA)
Host Tammy Flanagan, Senior Benefits Director NITP, welcomes Tom Bernatavitz, Vice-President of Aetna Federal Plans to the studio to discuss Aetna’s approach to this year’s Open Season. This is the first in our series of weekly shows devoted to the range of health insurance plans available to Feds during Open Season. Aetna offers a variety of affordable innovative plan options for Federal employees and retirees.
Host Bob Leins and co-host Bob Braunstein, Federal Benefits Specialist NITP, welcome Jay Fritz, Program Manager, Program Support and Analysis, Healthcare and Insurance, U.S. Office of Personnel Management to the studio.
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions and listen live here!