While service members, military retirees, and their families are generally familiar with their healthcare options, most people don't understand what happens to their TRICARE coverage when they turn 65 or become eligible for Medicare. I'll explain all the acronyms and buzzwords, when (and how) you need to sign up for Medicare, why you might (or might not) want a Medicare Advantage Plan, and how TRICARE for Life works with Medicare.
Making a career transition into financial planning can be a rewarding and lucrative journey. But not if your financial planning practice implodes before it starts. Join us as retired Navy veteran and CFP Forrest Baumhover discusses nine critical mistakes that all financial advisors should avoid. Whether you’re starting out or are on your way, you’re sure to bring back some useful insight to keep your practice on track!
We will discuss taking a life planning approach to supporting clients through major life transitions and phases, including military retirement, career changes, empty nesting, using elements of financial well-being as a framework for exploration. Life transitions often bring changes to our sense of identity, status, purpose, and need/desire for autonomy. Military pensions and benefits can provide a golden opportunity from which to re-imagine our lives for the next phase. The purpose of life planning it to help clients create and live lives of meaning, fulfillment, and satisfaction. This interactive session will explore different ways of supporting our clients, both men and women, through these transitions. Money is the tool that we use to build a great life. Financial planning helps clients have the confidence to use that tool effectively in their own lives.
VBBP, MILDOCS, Armed Forces Financial Guide, Patriot Card, and More! VBBP Learn how Veterans can safeguard their VA benefits. And, how 200,000+ Veterans have converted to direct deposit through the VBBP. FREE financial education, financial counseling, credit counseling, and trusted resources available through VBBP. MILDOCS Free access to a financial preparedness kit created especially for military families. Armed Forces Financial Guide Provides key information on important financial issues. Such as: - qualifying for and accessing service member & military family benefits - reading your LES - everyday finances - planning for the future - and more! Patriot Card A debit card created for Service Members, Veterans, and their families. The Patriot card provides an option to help Veterans manage their monetary benefits.
Developing a platform to market your business can help build and grow a successful career, but as a financial professional, there can be challenges and roadblocks along the way. Certified Financial Planner and financial influencer Josh Bannerman shares advice and experiences on how being both a financial influencer and advisor can benefit your clients and career. Josh is the founder of Bannerman Wealth Management and co-founder of the award-winning Stacking Benjamins podcast, where he plays the part of “The Other Guy” (AKA OG) on the show.
Do you want to grow your business by filling your pipeline with ideal clients but aren’t sure how to start or improve your current process? This presentation is for you! Daniel Kopp will help you define your ideal client and use that starting point to build a marketing and sales funnel perfectly suited for your business. Using your humanity and authenticity will help attract, nurture and convert an audience of people who grow to know, like, and trust you. Daniel will leverage his personal experience along with expertise gleaned from dozens of other successful business owners to share processes, checklists, and action steps for you to implement right away. This includes building a potential client journey (AIDA) through awareness, interest, desire, and action that allows you to connect, add value, and engage them at each stage of your funnel – so you can grow your business and live your great life!