For Your Benefit

ForYourBenefit Farewell

Host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire,…

For Your Benefit

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

For Your Benefit

Finance Review for the New Year

For Your Benefit

Survivor benefits: Their importance and how to ensure they are in place for your loved ones

For Your Benefit

The Cost and Value of Federal Benefits

Host Bob Leins, CPA® and cohost Ray Kirk, Ph.D., welcome Phil Gardner, Federal Benefits Specialist.

For Your Benefit

It’s National Make a Will Month – Let’s Get Started

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney.

For Your Benefit

Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs

For Your Benefit

Host Bob Leins, CPA® welcomes John Jilek, CFP®.

For Your Benefit

ForYourBenefit Farewell

Estate planning without estate planning: How joint ownership and beneficiary designations transfer assets at your death

Finance Review for the New Year

Survivor benefits: Their importance and how to ensure they are in place for your loved ones

Federal Benefits Updates for 2024

Health Care Directives

Cash Flow Planning and Debt Payoff Strategies

529 Plans and Other Strategies for Paying for Education

Preparing for the “What If’s” in Life

FEHB and Taxes

Required Minimum Distributions

The Cost and Value of Federal Benefits

It’s National Make a Will Month – Let’s Get Started

Roth vs. Traditional IRA and Roth TSP vs. Pre-tax TSP and a Perspective on RMDs

Sponsored by

Host Bob Leins

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