For Your Benefit

Description:

Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney.

• What everyone should know about the CARES Act

• Coping strategies for reduced income

• Today’s investment do’s and don’ts

• Which documents are essential for all adults

• How to talk about money up and down the family tree

Out of concern for everyone’s safety, the host and guests will hold this discussion from remote locations.

For questions or comments, email us in advance at [email protected]

Host Bob Leins, CPA® welcomes Mike Townshend, transition and aging authority and founder of Carpe Diem Coaching, to talk about whether or not to consider working after you retire.

Host Bob Leins, CPA® and co-host John Elliott welcome Lester Austin, Retired Senior Public Affairs Specialist with the Social Security Administration, to talk about where Social Security has been, where it is now, and where it’s going.

Host Bob Leins, CPA® welcomes Ray Kirk, Ph.D for a general discussion on Thrift Savings Account Plan (TSP), and Flexible Spending Account (FSA) options in the year 2020

Host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, welcome Social Security and retirement planning expert Mary Beth Franklin, Certified Financial Planner®.  She is a Contributing Editor for InvestmentNews and President of RetirePro.

Host Bob Leins, CPA® welcomes John Jilek, CFP®to talk about:

Should I change my TSP strategy based on recent market events?

Is it a good idea to take advantage of withdrawals from my retirement account under the CARES Act with no penalty to pay off debt or buy a car?

Should I defer my RMD from my TSP or IRA this year?

Is it true that the RMD age is now 72?

How will the stretch beneficiary payout affect my TSP beneficiaries?

Host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Bob Braunstein will talk about what Social Security Disability Benefits are and how to qualify for them.

• What is the difference between Social Security Income (SSI) and SSDI?

• How is a Social Security disability benefit different from a retirement benefit?

• Can I receive OPM disability retirement benefits at the same time I receive Social Security disability benefits?

• Will receiving SSDI cancel out my Social Security retirement benefit?

Out of concern for everyone’s safety, the host and guest will hold this discussion from remote locations.

For questions or comments, email us in advance at [email protected]

Host Bob Leins, CPA® welcomes Kathy Lavinder, Founder of Security & Investigative Placement Consultants, a niche executive search firm.

Host Bob Leins, CPA® welcomes Shane Canfield, CEO, Worldwide Assurance for Employees of Public Agencies (WAEPA), Brandon Jones, CIO, and Stacy Outlaw, SVP of Marketing.

Host Bob Leins, CPA® welcomes Brian Kurrus, Certified Financial Planner®.