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Now What? Financial Planning You Can Control and Should Focus On in the Wake of COVID-19

Financial Wellness

Original Air Date:  June 17, 2020

Presented By: Greg Wagner, Certified Financial Planner®, on behalf of National Institute of Transition Planning, Inc. (NITP).  Since 1984, NITP has provided high-quality benefits, financial planning and pre-retirement training to Federal employees at all career stages. 

About the webinar

Coronavirus has increased uncertainty regarding finances.  Join Greg Wagner, Certified Financial Planner®, on behalf of National Institute of Transition Planning, Inc. (NITP), as he addresses:

  • Am I still on track?
  • What happens if my emergency fund runs out?
  • Revisiting your budget: necessary and discretionary payments and expenses
  • What to do with refunded education expenses that were paid with 529 accounts?
  • Revisit estate planning documents