Estate Planning: Strategies for Feds

NARFE Federal Benefits Institute Webinar

Presented by Mark Keen, CFP
Thursday, December 10, 2020 at 2:00 PM - 4:00 PM | 1 hour webinar plus 1 hour Q&A
Cost: $40.00 
*Cost includes one year of NARFE membership

Online registration required.

“Estate planning” may sound like it’s just for the wealthy, but it’s not. An effective estate plan specifies not only what happens upon your death, but also what happens if you’re incapacitated. It helps avoid messy legal battles and ensures state law doesn’t dictate who takes care of you and who gets your money.

Whether you’re a current federal employee or a retiree, Mark Keen, CFP, will show you how to build an effective estate plan that specifically addresses your federal benefits.

This one-hour webinar will cover important topics like:
•    Planning for death and incapacity—special considerations for federal benefits
•    Strategies for avoiding probate
•    How best to designate beneficiaries to ensure effective wealth transfer
•    Understanding TSP beneficiary rules so that you and your beneficiaries maximize the tax advantages
•    How the SECURE Act impacts your TSP and TSP beneficiaries

A Q&A session will follow the presentation.

Smart estate planning helps protect your family and keep your heirs from overpaying taxes. Let NARFE help you put a structure in place to deal with incapacity and make sure your assets go to your beneficiaries in the most effective way possible.

REGISTER TODAY—Please don’t miss out on this important information

National Active and Retired

FEDERAL EMPLOYEES Association

NARFE (National Active and Retired Federal Employees Association) 606 N. Washington St., Alexandria, VA 22314, Phone: (703) 838-7760, Fax: (703) 838-7785.

 

This is the only website that reflects the official opinions and positions of the National Active and Retired Federal Employees Association (NARFE). Opinions and/or positions that appear on any other site bearing NARFE's name or seal are not necessarily those of NARFE. Click here for Privacy Statement.   NARFE has been certified by Dun & Bradstreet.



Estate Planning: Strategies for Feds

NARFE Federal Benefits Institute Webinar

Presented by Mark Keen, CFP
Thursday, December 10, 2020 at 2:00 PM - 4:00 PM | 1 hour webinar plus 1 hour Q&A
Cost: $40.00 
*Cost includes one year of NARFE membership

Online registration required.

“Estate planning” may sound like it’s just for the wealthy, but it’s not. An effective estate plan specifies not only what happens upon your death, but also what happens if you’re incapacitated. It helps avoid messy legal battles and ensures state law doesn’t dictate who takes care of you and who gets your money.

Whether you’re a current federal employee or a retiree, Mark Keen, CFP, will show you how to build an effective estate plan that specifically addresses your federal benefits.

This one-hour webinar will cover important topics like:
•    Planning for death and incapacity—special considerations for federal benefits
•    Strategies for avoiding probate
•    How best to designate beneficiaries to ensure effective wealth transfer
•    Understanding TSP beneficiary rules so that you and your beneficiaries maximize the tax advantages
•    How the SECURE Act impacts your TSP and TSP beneficiaries

A Q&A session will follow the presentation.

Smart estate planning helps protect your family and keep your heirs from overpaying taxes. Let NARFE help you put a structure in place to deal with incapacity and make sure your assets go to your beneficiaries in the most effective way possible.

REGISTER TODAY—Please don’t miss out on this important information



JOIN NOW!


Renew now!



NARFE (National Active and Retired Federal Employees Association) 606 N. Washington St., Alexandria, VA 22314, Phone: (703) 838-7760, Fax: (703) 838-7785.

 

This is the only website that reflects the official opinions and positions of the National Active and Retired Federal Employees Association (NARFE). Opinions and/or positions that appear on any other site bearing NARFE's name or seal are not necessarily those of NARFE. Click here for Privacy Statement.   NARFE has been certified by Dun & Bradstreet.