For Your Benefit

Webinar Library

African American Adult Student

Webinars in this library are complimentary to view, but require registration. NITP will not share your information with any third party. 

Our mission is to educate Federal employees and enable them to make fully informed and sound decisions regarding their financial futures and retirement options. 

Financial Strategies for Federal Employees

Original Air Date: August 10, 2023 
Presented By: Brian Kurrus, CFP® 

About the Webinar 
What is a financial strategy? Why do you need one? Join Brian as he presents key components for a strong financial strategy. 

  • Getting Organized 
  • Managing Debt 
  • Choosing Your Investment Allocation 
  • TSP 
  • Traditional vs. Roth investments 
  • Contribution Limits 
  • IRA Strategies 

Financial Planning

Traditional vs. Roth IRA - Beyond the Basics

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. 
The Passcode is: vW6!F?j$ 

Estate Planning in Action - 3 Practical Steps for Today and Tomorrow

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. 

What Everyone Needs to Know About Money - Before Turning 40

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.

Countdown to Retirement –   What To Do Within 6 Months

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.

Maze Conceptual

How to Protect Your Assets and Interests with an Estate Plan

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.

What's in Your Files

Your Official Personnel Folder

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.

Estate Plan

Estate Planning in Action
3 Practical Steps for Today and Tomorrow

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.

Traditional vs. Roth IRA - Beyond the Basics

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.