Financial Service Advisors Council upcoming events

FSA Council 2026 Pro Day Planning Meeting (Tuesday, August 04, 2026)

Tue, 04 Aug 2026 20:30:00 GMT

Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, August 11, 2026)

Tue, 11 Aug 2026 20:30:00 GMT

Pro Day Planning Meeting – Join us at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

August Member Meeting- The Rules of Retirement: 5 Distinct Rules You've Never Been Told (Tuesday, August 18, 2026)

Tue, 18 Aug 2026 11:30:00 GMT

1 Hour of NC CLE, CIE, CPE, and CFP will be applied for.

7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
9:00 am CE Ends

Title- The Rules of Retirement: 5 Distinct Rules You've Never Been Told

Abstract-

This presentation examines how the interaction between Social Security, Medicare, and federal tax rules shapes retirement income outcomes — an intersection often overlooked in traditional retirement planning. Drawing on data from the Social Security Administration, CMS, the IRS, and the Medicare Board of Trustees, the session outlines five structural "rules" retirees face: the mandatory link between Social Security enrollment and Medicare enrollment; the automatic withholding of Medicare premiums from Social Security benefits; the taxation of Social Security benefits based on adjusted gross income; the income-based structure of Medicare premiums under IRMAA (Income-Related Monthly Adjustment Amount); and the broad definition of "income" used to calculate those surcharges.

The presentation quantifies the growing gap between Social Security's cost-of-living adjustments (projected at 2.4% annually) and Medicare Part B/D premium growth (projected at 7.68% annually, with IRMAA surcharges projected to grow 12–25% through 2035), and models how this gap compounds over a retirement horizon using case studies of a hypothetical 60-year-old couple retiring at 67. Attendees will learn how retirement account withdrawal decisions can trigger IRMAA surcharges and Social Security taxation simultaneously, creating a self-reinforcing cycle of rising costs and declining net income, and will review which income sources count toward IRMAA thresholds versus which are excluded (e.g., Roth accounts, properly structured life insurance, certain annuities).

Speaker- Daniel McGrath

Dan McGrath is a nationally recognized specialist in IRMAA (Income-Related Monthly Adjustment Amount) and Medicare-aware retirement income planning. For nearly 20 years, he has helped retirees and financial professionals understand why Medicare premiums unexpectedly rise — and how proactive planning around income decisions, RMDs, and tax sequencing can prevent it. He is the creator of the nation's only professional designation devoted entirely to IRMAA, developed to address a widespread gap in retirement planning education. Dan currently focuses on IRMAA avoidance and reduction strategies, Medicare-aware tax planning, retirement income sequencing, and the long-term consequences of traditional 401(k) and IRA structures.

August Idea Exchange: The Life of Chuck (Thursday, August 20, 2026)

Thu, 20 Aug 2026 12:00:00 GMT

Join us for our next Idea Exchange as we dive into The Life of Chuck — Stephen King's poignant novella (and Mike Flanagan's award-winning film adaptation) that unfolds a man's entire life in reverse, from a strange and beautiful apocalypse back to the quiet moments that made him who he was. We'll explore its meditation on mortality, memory, and the idea that every person contains a universe of their own. Come having watched the film or read the book (or both!), ready to share your reactions and unpack what this story has to say about how we measure a life. All are welcome — no prior experience with King or Flanagan required, just curiosity and an open mind.

The Life of Chuck- Amazon

Teams Meeting Link

Lunch with Bernie (Thursday, August 27, 2026)

Thu, 27 Aug 2026 16:00:00 GMT

Lunch with Bernie is a casual, come-as-you-are gathering with our President, Bernie. Join us at noon on the last Thursday of every month for good conversation, connection, and a chance to get to know fellow professionals in a relaxed setting. All are welcome—members, guests, and first-timers alike. Lunch is Dutch-pay, and the conversation is always worth it.

FSA Council 2026 Pro Day Planning Meeting (Tuesday, September 01, 2026)

Tue, 01 Sep 2026 20:30:00 GMT

Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

September FSA Council Board Meeting (Thursday, September 03, 2026)

Thu, 03 Sep 2026 12:00:00 GMT

Our board meets at 8:00 AM on the first Thursday of every other month at the Elderlaw Firm.

If you’re unable to attend in person, you’re welcome to join us via Teams using the link below.

TEAMS LINK

September Membership Meeting- Topic TBD (Tuesday, September 22, 2026)

Tue, 22 Sep 2026 11:30:00 GMT

NC CLE, CIE, CPE, and CFP will be applied for.

7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
9:00 am CE Ends

Title- Coming Soon

Abstract- Coming Soon

Speaker- Coming Soon

FSA Council 2026 Pro Day Planning Meeting (Tuesday, October 06, 2026)

Tue, 06 Oct 2026 20:30:00 GMT

Pro Day Planning Meeting – Meets the first Tuesday of every month at 4:30 PM at Joymongers to organize and prepare for the upcoming Pro Day event.

2026 FSA Council Professional Day- (Tuesday, October 20, 2026)

Tue, 20 Oct 2026 11:30:00 GMT

Info coming soon!

November Membership Meeting- Topic TBD (Tuesday, November 17, 2026)

Tue, 17 Nov 2026 12:30:00 GMT

NC CLE, CIE, CPE, and CFP will be applied for.

7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
9:00 am CE Ends

Title- Coming Soon

Abstract- Coming Soon

Speaker- Coming Soon

December Membership Meeting- Topic TBD (Tuesday, December 15, 2026)

Tue, 15 Dec 2026 12:30:00 GMT

NC CLE, CIE, CPE, and CFP will be applied for.

7:30 am Door Open
7:45 am Announcements
8:00 am Presentation
9:00 am CE Ends

Title- Coming Soon

Abstract- Coming Soon

Speaker- Coming Soon