For Your Benefit

• Are You on Track to Meet Your 2022 Tax Filing Deadline?

  Today’s program will focus on issues related to meeting your 2022 tax filing deadline.

  For Your Benefit

  March 14, 2023
• What Do I Need Life Insurance to Cover?

  Host Bob Leins, CPA® welcomes M. Shane Canfield, CEO, and Laurie Lee, Chief Financial Officer, WAEPA.

  For Your Benefit

  March 08, 2023
• Personal Insurances Overview

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

  For Your Benefit

  February 28, 2023
• When Can I Retire? Will I Have Enough Money?

  Host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about questions to ask yourself before setting a retirement date.

  For Your Benefit

  February 21, 2023
• Federal Benefits Updates for 2023

  Host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023.

  For Your Benefit

  February 14, 2023
• 118th Congress

  Host Bob Leins, CPA® and co-host Ray Kirk, Ph.D., welcome Josh Huder, Ph.D., to discuss the 118th Congress. 

  For Your Benefit

  February 07, 2023
• Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones

  Have you ever considered how much additional income your loved ones might need if you were suddenly gone?  Have you planned their survivor benefits?

  For Your Benefit

  January 31, 2023
• Death and Taxes: What to Know for 2023

  Host Bob Leins, CPA®, welcomes Marc Levine, Esquire., to talk about death and transfer taxes.

  For Your Benefit

  January 25, 2023
• On Target: Financial Goals for 2023

  It’s the beginning of a new year.  Are you on target to reach your financial goals?

  For Your Benefit

  January 18, 2023
• Let’s Talk TSP

  Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®.  There is certainly a lot to talk about on the topic of TSP.

  For Your Benefit

  January 10, 2023
• Federal Benefits Updates for 2023

  Host Bob Leins, CPA®, welcomes Herb Casey, Federal Benefits Specialist, to provide information on benefit changes for 2023.

  For Your Benefit

  January 03, 2023
• Financial Resolutions and How to Keep Them

  Host Bob Leins, CPA®, welcomes Karen Schaeffer, CFP®.

  For Your Benefit

  December 27, 2022
• Bene’s & Buck’s

  Host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®.  Karen and Tammy will discuss the retirement topics that cross the line.

  For Your Benefit

  December 20, 2022
• Required Minimum Distributions

  Host Bob Leins, CPA®, welcomes Joe Sullender, CFP® to talk about Required Minimum Distributions (RMDs).

  For Your Benefit

  December 13, 2022