Pearl 3 Archives - MilMoneyCon

Building a Military-Connected Financial Career – Thriving Through Transition, Challenge, and Community

April 13, 2025
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Discover how to build a meaningful and flexible financial career rooted in your military-connected experience. Whether you're just starting out or navigating a transition, this session will explore how your unique background can be your biggest strength. Learn how to grow through certifications, develop the soft skills that build trust with clients, and harness the power of professional connections—during and beyond the conference. Walk away with inspiration and a stronger network to support your next steps.

Paying Your Taxes Without Tipping the IRS: CZTE Extraction and IRS Form 8606

March 16, 2025
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Tracking CZTE Contributions, TSP Rollovers, and Non-Deductible IRA Basis to Avoid Double Taxation Overview of TSP Rollovers: Understand the process and benefits of rolling over Thrift Savings Plan (TSP) funds. CZTE Contributions: Learn how to extract Combat Zone Tax Exclusion (CZTE) contributions from TSP accounts. Tax Implications: Explore the tax benefits and considerations of CZTE contributions. IRS Form 8606: Gain insights on completing IRS Form 8606 for reporting non-deductible contributions to traditional IRAs. Avoiding Double Taxation: Learn how to track the basis of non-deductible contributions to prevent double taxation.

Subject Matter Expert: How to Boost Credibility and Brand Awareness Through Media Mentions

March 16, 2025
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Featured in the Wall Street Journal. This was the ultimate goal. In this presentation, you will learn how military spouse Stacy Miller started with nothing but grit and after a short while achieved her goal . . . TWICE (so far)! Media mentions can increase your personal and professional brand awareness, give you credibility as a subject matter expert, and can lead to more prospects in the pipeline. They can give you more confidence too! It takes time and patience, but whether your goal is to be featured in industry publications or in the publications that your ideal clients are reading, you will leave this session with actionable steps on how to start your own journey to becoming a recognized subject matter expert by being featured in the media!

Building A High-Speed Team: Modern Recruitment for Scaling Companies

March 10, 2025
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In today’s fast-paced and ever-evolving business landscape, building a winning team is critical to achieving sustainable success. With technology changing at a rapid pace, companies that revolutionize their hiring and team-building process come out on top, while those that stick to the same mundane processes lag behind.

Navigating SSI and SSDI: Benefits and Special Rules Explained

March 10, 2025
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The presentation will provide an overview of the Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) benefits. Including eligibility criteria, rules, and work incentives. The session will also cover the special rules and benefits available to children and military families who receive SSI or SSDI.

Hard to Get: A Prospect Process that Works

March 10, 2025
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Getting prospects on the calendar is the hard part, but how do you close them? You need to sell, but most people don't like being sold to. What's the right recipe? Provide value, build trust, demonstrate credibility, be clear about your offering... then step back!