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For Your Benefit

Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars focus on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement.

     

Latest Podcasts / Episodes

  • 5 Things You Can Do to Ease Your Transition to Retirement
    January 10, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. “Retirement is a time to experience a fulfilling life derived from many enjoyable and rewarding activities.” – Ernie Zelinski What…
    January 10, 2022
  • Starting the Year on the Right Financial Foot
    January 3, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®. Looking to avoid financial missteps and getting a great start to the New Year? Join Karen Schaeffer, CFP®, and learn how to:…
    January 3, 2022
  • Year-End Financial Review
    December 27, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. As the year comes to a close it is a good time to review your finances. Today’s discussion will focus on: Year-end…
    December 27, 2021
  • Changes in the Tax Law – What to Know for 2022
    December 20 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Tom O’Rourke, Esquire.  Today’s program will focus on tax updates including: Changes in the tax law that will become affective in 2022 Changes currently pending…
    December 20, 2021
  • The Importance of Life Insurance – Securing Your Family’s Future
    December 13, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA Senior Vice Presidents Tony Zerante and Stephanie Baker. When making a New Year’s resolution to be healthier and more active in 2022, you might…
    December 13, 2021
  • 2021 Federal Benefits Wrap-Up
    December 6, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Phil Gardner, Federal Benefits Specialist.  Today’s discussion will focus on recapping changes thus far in 2021 and what is ahead in the coming year.  There…
    December 6, 2021
  • Social Security Rules for 2022
    November 29, 2021 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome Mary Beth Franklin, Certified Financial Planner®, Contributing Editor for InvestmentNews, and President of RetirePro. Tune in for…
    November 29, 2021
  • Positive Steps Towards a Healthy Lifestyle
    November 22, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Patti Hudson, Lifetime Health and Fitness Expert. Health is a state of complete physical, mental, and social well-being, not merely the absence of disease or…
    November 22, 2021
  • Proposed Tax Legislation – How It Might Affect You
    October 4, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys, Stein Sperling Bennett De Jong Driscoll PC. Congress is once again considering significant tax legislation…
    October 4, 2021
  • The Importance of Public Service
    September 27, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA CEO M. Shane Canfield and WAEPA CIO Brandon T. Jones. As the country continues to battle the pandemic, the importance of Federal service and…
    September 27, 2021
  • Revocable Living Trusts
    September 20, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Anne Sullivan, Esq. and Lacey Yegen, Esq.  This is a common topic, but one that people ask a lot of questions about.  Today’s program plans…
    September 20, 2021
  • Medicare and FEHB
    September 13, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes David Santana, Health Insurance Specialist from the Centers for Medicare and Medicaid Services, to discuss your health care coverage options. This is the time of…
    September 13, 2021
  • Social Security FAQs and Accessing Services During the Pandemic
    August 30, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes David Melton, Public Affairs Specialist, Social Security Administration.  David will answer these questions and also provide an update on accessing SSA services during the pandemic.…
    August 30, 2021
  • Estate Planning Considerations: Delta Variant and Beyond
    August 23, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esq., Handler & Levine, LLC. As the country sees a possible repeat of Covid slowdowns and shut downs, host Bob Leins welcomes Marc…
    August 23, 2021