For Your Benefit

• What to Know About Life Insurance – During the Pandemic and Beyond

  Host Bob Leins, CPA® welcomes M. Shane Canfield, CEO, WAEPA, and Scott Berlin, Senior Vice President of the Group Membership Association Division at New York Life Insurance Company. 

  For Your Benefit

  September 10, 2020
• Best Dates to Retire

  Insight by NITP, Inc. September 7, 2020 – Host Bob Leins, CPA® welcomes Tammy Flanagan,  Senior Benefits Director at NITP, Inc. This topic has become more complicated for employees retiring under the three-tiered FERS retirement…

  For Your Benefit

  September 01, 2020
• Getting to Go: Focus Points for a Federal Retirement

  Insights by  NITP, Inc. August 31, 2020 – Host Bob Leins, CPA® welcomes Maureen Wilkin, Federal Benefits Specialist.  There are many factors that Federal employees need to consider when preparing to retire. These are some of the…

  For Your Benefit

  August 25, 2020
• Estate Planning for Young and Adult Children

  Insights by  NITP, Inc. August 24, 2020 – Host Bob Leins, CPA® welcomes Anne Sullivan, Esq. and Lacey Yegen, Esq. for a discussion on estate planning as it relates to both young and adult children. Types of…

  For Your Benefit

  August 18, 2020
• Keeping Your Financial and Estate Plan On Track During the Pandemic

  Insights by  NITP, Inc. August 17, 2020 – Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. What everyone should know about the CARES Act Coping strategies for reduced income Today’s…

  For Your Benefit

  August 11, 2020
• Should I Consider Working Once I Retire?

  Insights by  NITP, Inc. August 10, 2020 – Host Bob Leins, CPA® welcomes Mike Townshend, transition and aging authority and founder of Carpe Diem Coaching, to talk about whether or not to consider working after you…

  For Your Benefit

  August 04, 2020
• Social Security: Where It’s Been, Where It is Now, Where It’s Going

  Insights by  NITP, Inc. August 3, 2020 – Host Bob Leins, CPA® and co-host John Elliott welcome Lester Austin, Retired Senior Public Affairs Specialist with the Social Security Administration, to talk about where Social Security has…

  For Your Benefit

  July 28, 2020
• TSP & FSA Options During COVID-19

  Insights by  NITP, Inc. July 27, 2020 – Host Bob Leins, CPA® welcomes Ray Kirk, Ph.D for a general discussion on Thrift Savings Account Plan (TSP), and Flexible Spending Account (FSA) options in the year 2020. …

  For Your Benefit

  July 21, 2020
• TSP Investing in Challenging Times

  Insights by  NITP, Inc. July 13, 2020–  Host Bob Leins, CPA® welcomes John Jilek, CFP®to talk about: Should I change my TSP strategy based on recent market events? Is it a good idea to take advantage…

  For Your Benefit

  July 08, 2020
• Social Security Disability Benefits

  Insights by  NITP, Inc. July 6, 2020 – Host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist.  Bob Braunstein will talk about what Social Security Disability Benefits are and how to qualify for them. What…

  For Your Benefit

  July 01, 2020
• Finding Employment Opportunity Amid a Challenging Landscape

  Insight by NITP, Inc. June 29, 2020 – Host Bob Leins, CPA® welcomes Kathy Lavinder, Founder of Security & Investigative Placement Consultants, a niche executive search firm. The new normal has changed the way that employers…

  For Your Benefit

  June 24, 2020
• The Future of Life Insurance is the Future of WAEPA

  Insight by NITP, Inc. June 22, 2020 – Host Bob Leins, CPA® welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), Brandon Jones, CIO, and Stacy Outlaw, SVP of Marketing. While the coronavirus…

  For Your Benefit

  June 17, 2020
• Help! There’s a Pandemic and I Have Not Done My Estate Planning

  Insight by NITP, Inc. May 11, 2020– Host Bob Leins, CPA® welcomes Marc Levine, Esquire, Handler & Levine, LLC.  It’s natural to be concerned about your estate plan during the uncertainty of this global pandemic. …

  For Your Benefit

  May 06, 2020
• 5 Principles of Long-Term Investing Resilience

  Insight by NITP, Inc. April 6, 2020 – Host Bob Leins, CPA® welcomes Justin Dean, Certified Financial Planner®.  It’s hard to stay calm when you’re bombarded by news about the economy and markets.  Anxiety about your…

  For Your Benefit

  April 01, 2020