Schedule

MilMoneyCon26 is anticipating to provide:

*The schedule is subject to change. Check back for updates. Time zone: EDT

All Hands

Side Quests

MilMoneyCon Side Quests are small, attendee-led micro adventures that happen outside conference hours, think shared dinners, ghost tours, karaoke nights, and casual ways to explore Savannah together. They’re designed to make it easier to connect, keep conversations going, and experience the city with people who already feel like your kind of people.

Conference and MilMoney 5k Run Check In

Welcome to MilMoneyCon! Swing by the Check-In desk to pick up your name badge, swag hauler, and a few fun surprises.

Conference and MilMoney 5k Run Check-In

Welcome to MilMoneyCon! Swing by the Check-In desk to pick up your name badge, swag hauler, and a few fun surprises.

MilMoney 5k Fun Run

Lace up and kick off your day with the fifth annual MilMoney 5K Fun Run!

Newcomer’s Orientation

New to MilMoneyCon? Join this session where MilMoneyCon founder, Lacey Langford, welcomes you to the community!

All Hands

Opening All Hands

Kick off the 5th annual MilMoneyCon with an Opening All Hands designed to bring the community together and set the tone for the days ahead.

Conference Check-In

Welcome to MilMoneyCon! Swing by the Check-In desk to pick up your name badge, swag hauler (our conference bag full of goodies), and a few fun surprises.

Exhibitor Hall

The Exhibitor Hall is the main street of MilMoneyCon and an opportunity to go beyond a logo and get to know the companies supporting the conference and our community more personally. It’s where attendees and exhibitors converge to exchange ideas, forge partnerships, and explore the latest in the world of finance.

Workshop

Stacking the Deck: How to Build a Successful Financial Wellness Workshop

Create an interactive workshop in small groups of three. These interactive workshops will be ready to deliver to their first audience.

Workshop

Growing Your Business: Hiring Employees, Contractors, and Interns

Starting and staying solo sounded great, but we get into this work to help people. It turns out that lots of people need help. This session will trace the various ways my firm has found, hired, trained, and even fired team members. We’ll cover what went right, wrong, and how to streamline your team growth journey.

Workshop

Righting the Ship: Active Engagement for Financial Transition Course Correction

Client’s Getting Financially Of Course in their Transition? Tackling the wayward obstacles to help clients chart their path to a successful financial course post-service.

Think Tank

AI in Practice (Group 1)

Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.

Think Tank

AI in Practice (Group 2)

Think Tank

Client Growth & Visibility

Whether you’re a financial coach, counselor, or planner, attracting and keeping paying clients is what allows you to do meaningful work at scale. But how do you grow without feeling pushy, performative, or out of alignment?

Think Tank

Guard & Reserve Financial Strategy

Guard and Reserve clients face unique financial realities that don’t always fit traditional planning models. Whether you already serve this population or want to deepen your expertise, this Think Tank is your space to explore the nuances.

Workshop

Communicate for Connection: Tools to Listen, Understand, and Be Understood

Strong communication is more than speaking clearly. It is listening with intention, understanding the other person’s perspective, and creating a shared picture that builds trust. In this interactive workshop, David Gillis blends 10 years of human factors instruction, five years of TEDx style speaker coaching, and extensive financial education experience to teach practical tools for better client conversations.

Workshop

Power Up Your Financial Coaching Business: From Idea to Impact

Thinking about starting a financial coaching business but unsure where to begin? This workshop is designed for those who are ready to turn their passion for helping others into a thriving private practice. We’ll cover misconceptions about starting a private practice for financial coaching, common challenges, and the benefits of collaborating with other professionals.

Workshop

If You’re Not Using AI, You’re Working Too Hard: Real Use Cases for AI in Your Practice

Artificial intelligence is rapidly reshaping the landscape of financial planning, financial counseling, and coaching — yet many professionals are overwhelmed by the options or hesitant because of compliance concerns. This session focuses on practical, real-world applications of AI that improve accuracy, efficiency, and client experience without compromising ethical or regulatory standards.

Think Tank

Marketing That Moves the Needle (Group 1)

Marketing can feel overwhelming with all the platforms, algorithms, ads, and analytics. Whether you’re experimenting with digital marketing or refining a strategy that’s already in motion, this Think Tank is your space to dig into what actually drives results.

Think Tank

Marketing That Moves the Needle (Group 2)

All Hands

Welcome Party

Wrap up the first day of MilMoneyCon with our biggest celebration of the week—the Welcome Party! Join fellow attendees, speakers, and sponsors for an evening of drinks, bites, and meaningful connections as we celebrate coming together as a community.

Exhibitor Hall

All Hands

All Hands Session

Think Tank

The Power of Email (Group 1)

Email remains one of the most powerful tools in your business, if you use it intentionally. Whether you’re just starting a newsletter or refining an established list, this Think Tank is your space to elevate your email strategy.

Think Tank

The Power of Email (Group 2)

Breakout Session

Comprehensive College Planning: Going Beyond the GI Bill and 529

College is one of the most significant expenses faced in life. It can facilitate future success as well as financial burden. Yet comprehensive financial planning has often approached college planning with simple estimates of the future cost of tuition and fees, matched with accounts funded according to expected inflation of college costs, the rate of return, and the annual contributions.

Breakout Session

The Heart of the Mission: Elevating Military Transition Planning Through Human-Centered Guidance

This session introduces participants to the Certified Financial Transitionist (CeFT®) framework and how it can transform the way advisors support military clients during separation, retirement, reenlistment decisions, medical transitions, and relocations.

Breakout Session

Using AI to Streamline Advisor Operations

The AI hype is real — but for financial advisors, the real challenge is identifying where these tools add value without compromising compliance or client trust. This session explores practical, compliant use cases for AI in research, financial planning, note-taking, and proposal generation.

Think Tank

Content Creation for Financial Pros

Content builds authority, visibility, and trust, but it can also feel like a full-time job. Whether you’re podcasting, blogging, creating video, or posting on social media, this Think Tank is your space to refine your approach.

Think Tank

The Hot Seat

This special Think Tank is structured, focused, and high-energy. Two to three participants will volunteer to share a real business or career challenge, and the group will collaborate to generate ideas, strategies, and solutions in real time.

Breakout Session

It’s a Marathon, Not a Sprint: Building Technology, Trust, and Staying Power in the U.S. Government Acquisition Pathway

This session demystifies how entrepreneurs, advisors, and financial professionals can participate in U.S. Government innovation efforts, from SBIR and OTA programs to tech commercialization and defense acquisition cycles.

Breakout Session

Where is AI Taking Financial Planning? Consumer Acceptance, Advisor Evolution, and Retirement Plan Adoption

This session explores how AI is reshaping financial planning through a paired challenge/opportunity: rapidly rising consumer openness to AI-enabled financial help and persistent capacity constraints in advice delivery.

Breakout Session

Raising Money-Smart Teens: How to Get Your Teen to Actually Listen

Many parents know exactly what their teenagers should be doing with money (budgeting, saving, avoiding debt) but struggle to get their teens to listen, engage, or take action. This session uncovers the real reasons teens resist financial guidance, the common communication mistakes parents make without realizing it, and the mindset barriers that quietly block progress on both sides.

Lunch Your Way

Enjoy a flexible lunch break to refuel, recharge, and connect. Whether you stay at the hotel or step out for a quick bite nearby, this is a great chance to grab lunch with friends—old or new—and keep the conversations going. Share ideas, swap stories, and build meaningful connections with fellow military financial professionals. Then come back energized and ready for more great sessions at MilMoneyCon!

Think Tank

Financial Strategies for Military Spouses

Military spouses navigate career interruptions, frequent relocations, retirement gaps, and entrepreneurial pivots. Whether you work with spouse clients—or are one yourself—this Think Tank is your space to better understand and support this community.

Think Tank

Systems & Sanity

A growing business shouldn’t feel chaotic. Whether you’re solo or leading a team, this Think Tank is your space to examine the systems behind your success or the organization you dream about.

Breakout Session

Stand In The Door: Building Financial Resiliency for Women Servicemembers

Every day, women servicemembers balance mission demands, family responsibilities, and personal goals while navigating deployments, PCS moves, and the unrelenting pace of military life.

Breakout Session

Advisors + AI: What Happens When We Learn in Community

From MMC 25, an AI workshop sparked a spin-off mastermind that has met monthly for the past year. As the group’s purpose and experience evolved, one thing remained constant: the value of collaborating with peers to test emerging AI tools, apply them in real advisory practices, and stay compliant.

Breakout Session

The New College Planning Landscape: OBBBA Changes to College Planning and Student Loans

The One Big Beautiful Bill Act made significant changes to Federal Student loans and Federal repayment plans. Guiding families who haven’t saved enough or whose GI Bill benefit won’t cover all their children is now more complex without the Federal Government providing unlimited loans. This session covers what’s changed and how it will affect college planning in the future.

Snack Time

Need a pick-me-up to power through the afternoon? Swing by the MilMoneyCon Snack Time for a tasty break and a chance to reconnect.

Think Tank

Retirement Planning in the Military Community

Retirement planning in the military world is layered and complex. Whether you’re advising active duty, Guard, Reserve, or dual-military households, this Think Tank is your space to think beyond the basics.

Think Tank

The Confidence Lab

Confidence impacts everything: your pricing, your positioning, your leadership, and your growth. This Think Tank is a space for honest conversations about stepping into your expertise and owning your value.

Breakout Session

LinkedIn for Entrepreneurs – Digitize Your Reputation

Learn how to use LinkedIn to formalize and digitize your reputation, and build your personal brand. This session will be a LinkedIn 101 presentation to outline the immediate action steps needed to start building trust, increasing your reach, and amplifying your impact.

Breakout Session

Financial Firepower: Deploying the Newest Military Benefits

This session highlights the newest financial benefits available to military families and how advisors can help clients use them strategically.

Breakout Session

See, Hear, and Speak No Tax Evil; Common Errors and Correct Reporting in Rental Real Estate

Many families in the military community are landlords, whether intentionally or accidentally. This presentation will discuss common errors seen in individual (Form 1040) tax filings specific to rental real estate and the correct reporting, using real examples from both DIY taxpayers and returns prepared by tax professionals.

All Hands

Afternoon All Hands

All Hands

Morning All Hands

Breakout Session

Reading the 1040 with Confidence: Turning Tax Data into Smarter Client Planning

The Form 1040 is often viewed as a tax requirement, yet it remains one of the strongest historical snapshots of a client’s financial year, and an underutilized tool for planning, counseling, and client conversations.

Breakout Session

So You Want To Write A Book?

So You Want to Write a Book is a practical, beginner-friendly session designed for anyone who has ever said, “I should write a book,” but didn’t know where to start. We’ll begin by breaking down the different publishing routes—traditional, hybrid, and self-publishing—highlighting the pros, cons, time commitments, and typical costs associated with each.

Breakout Session

The Analogy Advantage – Math-Free Finance for Professionals and Clients

Most of us didn’t get into this work to impress clients with equations; we’re here to change lives. Yet, for both clients and advisors, “math anxiety” often blocks progress.

Breakout Session

Clearing the Fog: Guiding Military Clients Through the Transition Maze

Navigating the transition from military to civilian life is often overwhelming, financially, emotionally, and logistically. For many service members and spouses, the path is filled with myriad programs, inconsistent guidance, and decisions that may have long-term financial consequences.

Breakout Session