Webinar Library

Original Air Date: May 8, 2025

Presented By:  Marc Levine, Esquire

About the Webinar

There is more to estate planning than just having a Will.  Estate planning deals with the improbable and as well as what is likely to happen. No one really wants to consider all of the morbid improbabilities.  It’s easy to procrastinate, but can you afford to?  If you do not have an estate plan in place, or if it has been a few years since you last looked at it, this webinar is for you.  Join Marc to learn about: 

• Why a Will is not enough to get your assets where you want them
• Two lifetime documents that impact you more than your Will
• What happens if you do not have these documents in place
• Additional documents and plans to protect your children
• The four main ways assets transfer at death
• Where to keep your estate planning documents (or where not to)

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: May 1, 2025

Presented By:  Bob Braunstein, Federal Benefits Specialist

About the Webinar

This two-hour webinar is designed to provide employees with information regarding their rights and entitlements if separated. 

This webinar is complimentary to view but does require registration.

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Original Air Date: April 10, 2025

Presented By:  Brian Kurrus, CFP

About the Webinar

This webinar will help increase your financial literacy regarding Roth accounts and conversions. Join us for a better understanding of:

• The key differences between Traditional and Roth accounts
• What to consider for TSP contributions
• Understanding the new 2026 TSP Roth conversion options
• Best and worst times to complete Roth conversions
• Roth conversion strategies
• Backdoor Roth IRA funding through Roth conversions

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: March 13, 2025

Presented By:  Lorryn Logan, Esquire

About the Webinar

How can you ensure that your wealth is passed on to your loved ones?  One benefit of a Trust is having control of your wealth.  As part of a well-crafted estate plan, a Trust may provide protection of your assets and minimize estate and gift taxes. 

Topics to include:

• Trusts
  • What is a Trust?
  • What is the function of a Trust?
  • How does a Trust work in Estate Planning?
• Review of other Estate Planning documents
  • Power of Attorney
  • Health Care Directive
  • Last Will and Testament
• Overview of Probate
  • Testamentary versus Revocable Living Trust
• Types of Trusts
  • Marital Trust
  • Parental Trust
  • Children’s Trust
  • Revocable Living Trust
• Benefits and Drawbacks
• Is a Revocable Living Trust right for me?

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: February 13, 2025

Presented By:  Mercedes Johnson, Federal Benefits Specialist

About the Webinar

Medicare Part B can be a very confusing topic.  Federal or Postal employees are entitled to either Federal Employees Health Benefits (FEHB) or Postal Service Health Benefits (PSHB) coverage while working and later into retirement. By law, you are eligible to enroll in Medicare when you turn age 65.  What should you do? 

Well, Medicare Part A is premium-free; however, Medicare Part B is not free and comes with a substantial monthly premium. We will discuss strategies on how to use Medicare Part B to save money on out-of-pocket medical and maximize your health insurance coverage at the same time.  

Ask yourself these questions and then join Mercedes to learn more:

• Should you enroll in Medicare Part B? (Pros and Cons)
• How do the Medicare Part B and FEHB/PSHB work together?
• What FEHB and PSHB plans perform well with Medicare Part B and save you money?
• What are Medicare Advantage Plans? (commercial and under FEHB)
• Does it matter when I enroll in Medicare Part B?

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: January 10, 2025

Presented By:  Kaitlin Schaeffer Yardley, CFP®

About the Webinar

January is often a time to make new resolutions and set goals for the year ahead.  What if you extend that process and think a little further into the future?  Retirement planning takes more than just one year.  Join Kaitlin Yardley to set retirement goals for the future and learn about what can be done now to help meet those goals.

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: December 12, 2024

Presented By:  Ray Kirk, Ph.D., Federal Benefits Specialist

About the Webinar

You asked, we answered.  This webinar is dedicated to answering the most frequently asked benefits questions from our webinars in 2024.  In addition to the questions listed below, Ray will save time at the end to answer some audience questions.

Immediate and Deferred Retirement

What are the differences between an immediate and a deferred retirement?  How are they calculated?  What are the differences in insurance and survivor benefits eligibility? 

MRA+10 Retirement

What is a Postponed MRA+10 retirement?  How is it different from a Deferred MRA+10 retirement?  What are the differences in insurance and survivor benefits eligibility? 

COLAs

How are COLAs determined?  Who gets them and when?

FERS Annuity Supplement

Who is eligible for a FERS Annuity Supplement?  What income is used in the Earnings Test?

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: November 14, 2024

Presented By:  Anne Sullivan, Esquire

About the Webinar

Why is digital estate planning important?  Without proper planning, your heirs may not be able to access your accounts.  Take steps now to protect your digital legacy.  Join Anne to learn:

• What constitutes digital assets and why they matter in estate planning
• Managing online accounts, passwords, and legacy contacts
• Legal considerations for digital assets (e.g., social media, cryptocurrency, email accounts)
• Ideas and tools for organizing and securing digital information for estate planning

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: October 10, 2024

Presented By:  Karen Schaeffer, CFP® Professional

About the Webinar

It’s hard to over-save for retirement, but with so many current demands on every paycheck, it sure would be great to know just how much is enough. 

Join Karen Schaeffer, CFP® Professional, and learn:

• Why there is no magic “number” that’s right for everyone
• Where the 4% rule came from and how to use it
• How to know if you are on track for your idea of a good retirement
• The importance of picking the right investments
• If paying off the mortgage as quickly as possible is a good idea

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: September 12, 2024

Presented By:  Herb Casey, Federal Retirement Specialist

About the Webinar

A Purposeful and Rewarding Retirement – Do You Know the Steps To Prepare for Yours?

Reaching retirement is a journey.  Now is the time to plan for that next chapter in your life – the retirement years.  Whether you have several years left to work or can see retirement on the horizon, ask yourself:

• How am I preparing?  What are my values?  How do they relate to my path?
• How will my financial decisions influence a successful retirement? 
• How will I spend my time?
• What are my hobbies and interests?  Do I want to learn something new?
• Will I choose to work?  How will I brand/market myself?
• Will I choose to relocate?

Join Herb Casey to consider your retirement readiness and develop your future path.

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: August 8, 2024

Presented By:  Brian Kurrus, CFP®

About the Webinar

This webinar will look at the key decision points to grow your TSP during the accumulation phase. Whether you are just entering the workforce or nearing retirement there are important areas to monitor each step of the way. 

Topics include:

• Traditional vs. Roth TSP
• How much to contribute
• Investment options
• Designing your TSP allocation
• Rebalancing

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: July 11, 2024

Presented By:  Ray Kirk, Ph.D., Federal Benefits Specialist

About the Webinar

Based on questions asked during hundreds of NITP seminars/webinars, Federal Benefits Specialist Dr. Ray Kirk will answer the most frequent questions asked about Federal retirement.  

Ray’s answers will cover questions such as:

• What is the difference between an immediate and a deferred annuity?
• How does the FERS Annuity Supplement work? Do I have to apply?
• What happens to my insurance benefits when I retire?  How much will I have to pay?  What if I die before my spouse?
• How long after I retire before I start getting annuity payments from OPM?

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: June 13, 2024

Presented By:  Bob Braunstein, Federal Benefits Specialist

About the Webinar

This webinar will help you understand how to coordinate your coverage when you are eligible for both FEHB and Medicare.  Join Bob to learn about:

• What FEHB and Medicare both cover
• What Medicare does not cover
• What FEHB does not cover
• Why have both?
• When you can enroll in Medicare
• Coordinating FEHB plans with Medicare for “Wraparound Coverage”
• FEHB and Medicare coordination issues

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: May 9, 2024

Presented By:  Mercedes Johnson, Federal Benefits Specialist

About the Webinar

Social Security can be a confusing topic.  This webinar will provide strategies to maximize your future Social Security check.  Ask yourself these questions and then join Mercedes Johnson, Federal Benefits Specialist, to learn more.

• Have I worked for at least 35 years?
• Am I maximizing my earnings?
• Timing is important. What are the pros and cons of waiting until FRA or age 70?
• How does marriage affect my Social Security plan?
• Do I understand Social Security death benefits and taxes?

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: April 11, 2024

Presented By:  Kaitlin S. Yardley, CFP®

About the Webinar

Too often we hear “wish I knew this sooner” from people hoping to retire.  Join Kaitlin Yardley, Certified Financial Planner® Professional, as she walks you through the top five financial planning topics that every adult should master before they celebrate their big 4-0.   Everyone can benefit from listening to her commonsense tips for:

• Smart Investing
• Strategic Use of Debt
• Home Ownership versus Renting
• Risk Management with Insurance
• Essential Estate Documents

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: March 14, 2023

Presented By:  Ray Kirk, Ph.D., Federal Benefits Specialist

About the Webinar

You have chosen a retirement date and it’s coming soon.  Join Ray Kirk as he takes you through some of the important checkpoints as you close in on the big day. 

Checkpoints discussed will include:

• Required documents for your retirement package
• Verify service credit deposits and redeposits are complete
• Updating beneficiary designations
• Planning for the income gap between retirement and regular annuity payments

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: February 8, 2024 

Presented By: Tom O’Rourke, Counsel

About the Webinar 

Join us for a webinar on estate planning.  The goal of an estate plan is to plan for the management of your assets during your life and for the disposition of these assets following your death.  Tom O’Rourke will present an overview of:

• Wills, living wills, and trusts
• Advance Directives
• Powers of Attorney
• Avoidance of probate
• Protection of assets

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: January 11, 2024

Presented By:  Vanessa Craddock, Federal Benefits Specialist

About the Webinar

Are your employment records accurate? Taking time to check now may help you avoid future pitfalls should your Federal career face sudden changes. This webinar will provide a checklist showing what information your OPF (or eOPF) should contain and what actions you may need to take to confirm all Federal service to date.

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.

Original Air Date: December 14, 2023

Presented By: Anne Sullivan, Esquire 

About the Webinar 

There is more to estate planning than just having a Will. Estate planning deals with possibilities as well as probabilities. Navigating estate planning is a continual process, relevant at any stage of your life. This webinar is designed to provide practical, actionable guidance for those starting their estate plan for the first time or for those who are reviewing, changing, or enhancing existing plans. 

 Topics Include: 

• Foundations and flexibility in estate planning: learn the essential parts of any estate plan and how to build in flexibility to adapt it over time. 
• Ensuring your estate plan evolves with you: strategies for periodic review that keep your plan current with life changes, tax laws, and Federal benefits. 

• Looking beyond the documents – practical organization and maintenance tips: organize and safeguard your estate planning documents and understand how and when to discuss your plans with your family. 

This webinar is complimentary to view but does require registration.
Click Here to view this webinar.

Original Air Date: November 9, 2023

Presented By:  Joe Sullender, CFP®

About the Webinar

This webinar goes “beyond the basics” in understanding Traditional and Roth IRAs.  Join Joe as he discusses the tax advantages, contribution limits, qualifications, conversions, RMDs, estate treatment, and early withdrawal penalties for both.  How do you decide which is best for you? 

This webinar is complimentary to view but does require registration.

Click Here to view the webinar.