Estate Planning Basics
Presented by Joann Wood, The Law Office of Joann M. Wood, LLC
This is a free, interactive workshop and is open to the public. Registration is required as space is limited.
Estate Planning is not just "death and taxes." The two most important goals of estate planning are to talk through the basics of financial security, and ensure your property is transferred according to your wishes.
In this seminar, guest speaker Joann Wood will help you better understand your goals so that you and your loved ones can get a jump start on your plans for the future.
REGISTER
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Thursday,
May 9th, 2024
6:00 p.m.
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In-person seminar
located at 22745 Maple Road
Lexington Park, MD 20653
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Understanding Federal Employee Benefits
Presented by Colleen Blundell*, Cedar Point Financial Services
This is a free, interactive workshop and is open to the public. Registration is required as space is limited.
In this presentation we'll provide an overview of the Federal Employee Benefits available to you and how your choices effect you today, in retirement and beyond. All federal employees are invited to attend this seminar to learn more about their benefits and how to best utilize this knowledge. Topics to be covered in this seminar will be:
- A Lifetime Pension Benefit under CSRS or FERS
- Survivor Benefits
- Voluntary Contribution Program (CSRS & CSRS Offset)
- Thrift Savings Plan (TSP)
- Life Insurance (FEGLI)
- Long Term Care (FEDLTC)
- Health Insurance (FEHB)
- Flexible Spending Accounts (FSA)
- Social Security (FERS Supplement/CSRS-CSRS Offset WEP Calc)
*Colleen Blundell is a Chartered Federal Employee Benefit Consultant
REGISTER
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Wednesday,
August 21st, 2024
6:00 p.m.
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In-person seminar
located at 22745 Maple Road
Lexington Park, MD 20653
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Retirement Income Planning: Building a Comfortable Lifestyle for Tomorrow
Presented by Colleen Blundell*, Cedar Point Financial Services
This is a free, interactive workshop and is open to the public. Registration is required as space is limited.
Planning for retirement income starts with three basic questions:
- What does retirement mean to you?
- When do you plan to retire?
- How long will your retirement last?
During this presentation we will spend time discussing these questions and more!
REGISTER
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Wenesday,
September 18th, 2024
6:00 p.m.
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In-person seminar
located at 22745 Maple Road
Lexington Park, MD 20653
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*Colleen Blundell is a Registered Representative of and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road Horsham, PA 19044. 800-873-7637. HTK does not offer tax or legal advice. Cedar Point Federal Credit Union and Cedar Point Financial Services, Inc. are not affiliated with HTK. The Law Office of Joann M. Wood LLC is unaffiliated with HTK. Securities and Investment Advisory Services are not a deposit, are not guarantees or obligations of Cedar Point Credit Union, and are not insured by NCUA/NCUSIF/FDIC or any other bank or government entity.
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Include Investment Disclaimer
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