Pearl 3 Archives - Page 2 of 3

Utilizing Military Family Programing Concepts to Build and Boost a Financial Coaching Business in the Civilian Community

March 10, 2025
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Military family programming practitioners and military members possess unique expertise in developing and delivering impactful financial literacy initiatives. This session explores how to leverage these skills to create dynamic financial coaching programs for the civilian community. Attendees will learn strategies for engaging HR professionals on the importance of financial wellness, teaching employees about benefits, and utilizing open marketplace options effectively. The presentation will highlight methods to foster community through book study support groups, design workshops for nonprofits, and build partnerships with professionals to expand financial literacy outreach. This session will offer practical ways to translate military programming concepts into actionable tools for boosting your financial coaching business while making a meaningful impact in the civilian sector.

Retirement Income Strategies with a Military Focus

March 10, 2025
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Pre-approved for 1 hour CFP® CE, 1 hour MQFP® CEU and 1 hour AFC® CEU. This one-hour, CE-approved course offers a focused and practical overview of retirement income strategies designed specifically for individuals with military affiliations. Transitioning from the accumulation phase to the utilization phase presents unique challenges, and this course will explore key considerations to help navigate that shift effectively. Attendees will gain insights into integrating the Thrift Savings Plan (TSP), military pension benefits, and Social Security into a cohesive retirement income strategy. Additionally, we’ll address common pitfalls and critical factors that can impact long-term financial security.

Opening All Hands

April 3, 2024

Welcome to MilMoneyCon25! This kick-off session sets the stage for an incredible three days of learning, connecting, and growing together. As we gather in San Antonio, TX, for our fourth annual event, we’ll dive into the unique opportunities and challenges military financial professionals face.

Closing Party

March 1, 2022

Let's finish strong and celebrate the wrap-up of the second annual MilMoneyCon!

Closing All Hands Session

December 4, 2021

As MilMoneyCon comes to a close, join us for a final gathering to celebrate the connections made, knowledge gained, and inspiration shared over the past three days. This fun session will leave you energized and ready to apply what you’ve learned to make a greater impact in your career, your community, and beyond. With reflections on the conference highlights, actionable takeaways, and a few surprises, this session is the perfect way to wrap up MilMoneyCon25 and send you off with renewed purpose and excitement. Don’t miss this uplifting conclusion to an unforgettable event!

Level Up Reception (Power Pass only)

December 4, 2021

Power Pass holders, speakers, and sponsors—get ready to take your MilMoneyCon experience to the next level. The Level-Up Reception is your exclusive opportunity to connect in a more intimate setting with fellow invested attendees and industry leaders. Enjoy craft cocktails, gourmet bites, and special networking surprises designed to spark deeper conversations, fresh ideas, and future collaborations. Whether you're here to build your brand, grow your network, or simply share space with other driven professionals, this reception is where momentum begins.