WAEPA

  • Roundtable: Overlap Between Federal Benefits, Finance and Tax Planning

    Insight by NITP, Inc. September 2, 2019 –  Host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, welcome Joe Sullender, CFP® to discuss areas of overlap between finance planning, tax planning, and…

  • Estate Planning – Who to Choose and Why

    Insight by NITP, Inc. July 15, 2019 – Host Bob Leins, CPA® welcomes Marc Levine, Esquire of Handler & Levine, LLC. Who will you choose to handle your final personal affairs?  Guardians, trustees, executors, powers of…

  • Understanding Survivor Benefit Elections at Retirement

    Insight by NITP, Inc. July 8, 2019 – Host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP. How important are designation of beneficiary forms and how many are there for your Federal benefits?…

  • Your Financial Planning Team – Don’t Sell Yourself Short

    Insight by NITP, Inc. July 1, 2019 – Host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist, NITP, welcome John Jilek, CFP® will talk about the importance of having a professional team of…

  • Federal Retirement: Fact or Opinion?

    Insight by NITP, Inc. June 17, 2019 –  Host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director at NITP. It seems that everyone has an opinion when it comes to retirement decisions.  Many of these opinions…

  • Comparing Federal Life Insurance Options

    Insight by NITP, Inc. June 10, 2019 – Host Bob Leins, CPA® welcomes Tony Zerante, Director of Strategic Operations, and Stephanie Baker, Director of Member Services, Worldwide Assurance for Employees of Public Agencies (WAEPA). Today’s guests…

  • Navigating Plans for Summer with the National Park Service

    FEDtalk Do you know what you are doing this summer? To find out what our National Parks have to offer, tune in to FEDtalk this Friday and start planning your trip! Co-hosts Julie Perkins and…

  • A Post-Mortem on the Recent Tax Legislation—and on the Next Law

    Insight by NITP, Inc. June 3, 2019 – Host Bob Leins, CPA® welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC. Who were the winners…

  • TSP Update from the Experts

    Insight by NITP, Inc.  May 27, 2019 – Hosts Bob Leins, CPA® and Karen Schaeffer, CFP®,  welcome Ravi Deo, Executive Director, and Kim Weaver, Director of External Affairs of the Federal Retirement Thrift Investment Board to…

  • Taking the Plunge: Transitioning to a Private Sector Job

    Insight by NITP, Inc. May 20, 2019  – Host Bob Leins, CPA® welcomes Kathy Lavinder, founder of Security & Investigative Placement Consultants, a niche executive search firm, to learn about differences in the private sector…