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July 11, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist.
August 29, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Kari Utz-Wolsky, Nutrition and Conditioning Specialist, CFT, SPN, SSC (ISSA).
August 22, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP® to talk about retirement transition.
August 15, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David Melton, Public Affairs Specialist with the Social Security Administration.
In an uncertain market, like the one we're currently experiencing, even the most experienced investor can feel unsettled and uncomfortable. What can history teach us about what to expect? What mistakes should we avoid in a volatile market? What action can we take?
August 1, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys, Stein Sperling Bennett De Jong Driscoll PC. Topics include: Tax effect and timing of the…
July 25, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Kaitlin Schaeffer Yardley, CFP®. Today’s program will highlight and discuss the many changes that have been made to the TSP this year.
July 18, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist.
Today’s program will focus on the “best dates” to separate from Federal service under CSRS and FERS, and will also address the questions that are on many employee’s minds.
Host Tammy Flanagan, Senior Benefits Director NITP, welcomes Mary Beth Franklin, Certified Financial Planner®, Contributing Editor for InvestmentNews, President of RetirePro, and foremost Social Security expert.
June 20, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP®, to talk about strategies for late savers.
June 13, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes WAEPA CEO M. Shane Canfield and Tony Zerante, Senior Vice President, Operations.
On ForYourBenefit, host Bob Leins, CPA® welcomes Kathy Lavinder, the founder of executive search firm SI Placement.
May 30, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist, to talk about CSRS Offset coverage.