MilMoneyCon25 anticipates to provide:
- 24 hours of AFCPE® CEU (including 2 hours of Ethics CEU)
- 8 hours of CFP® CE
- 18 hours of MQFP® CEU
*The schedule is subject to change. Check back for updates. Time zone: Central Daylight Time
The Power House Event (Power Pass holders only)
The Power House is an event focused on earning, learning, and entrepreneurship. It’s a unique networking and growth experience exclusively available to MilMoneyCon Power Pass holders….
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…
Empowering Clients with Solution Focused Financial Therapy (SFFT)
Are you struggling to connect with clients who feel disempowered or disengaged in their financial lives? This presentation will focus on providing planners, advisors, and coaches with i…
Estate Planning and Survivor Benefits Entitlements-No, They're Not What You Think!
There is so much misinformation about the benefits available to the survivors of veterans! Why? Benefits can change depending on whether the death was on active duty or post service! …
Monetizing Through Teaching
Are you a personal finance & investing enthusiast who loves teaching others? Curious how to build a career and monetize your passion through teaching? Rob Shaye, CFP®, has built a …
Demystifying the VA Claims Process
Do you or a loved one have a VA disability rating? Do you serve clients who do? Do you really understand the claims process?! Jex will cover some common myths and misconceptions about t…
From Algorithms to Insights: Smart Ways to Integrate AI into Your Practice
Artificial Intelligence is transforming the financial planning and counseling professions, offering tools to enhance efficiency, improve client experiences, and deliver powerful insight…
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…
Empowering Military Spouses: How to Guide Military Spouses Through Financial Literacy for a Secure Future
Military spouses play a crucial role in maintaining the stability of military families, often shouldering over half of the daily financial responsibilities. …
Retirement Income Strategies with a Military Focus
This one-hour, CE-approved course offers a focused and practical overview of retirement income strategies designed specifically for individuals with military affiliations. Transitioning…
How to Launch Your Own ETF
Cale Smith, CIO of Bastion Fiduciary, will outline the major steps, key decisions and lessons learned when this fee-only RIA decided to convert an in-house model portfolio into an activ…
Lunch On Your Own
Take a break from the sessions and use this time to connect with fellow attendees. Grab lunch together, swap ideas, and build valuable professional relationships!…
Utilizing Military Family Programing Concepts to Build and Boost a Financial Coaching Business in the Civilian Community
Military family programming practitioners and military members possess unique expertise in developing and delivering impactful financial literacy initiatives. This session explores how …
Exploring Financial Well-being in the Military Community
Financial well-being is crucial for mission readiness and the overall health of our military community. For over 100 years, USAA has been focused on helping military families achieve fi…
Surprisingly Easy Steps to Building Your First Personal Finance Blog
You can attend this session and start a blog from scratch the same day. If you're a financial coach, financial planner, or other professional, you'll gain a lot. I'll sha…
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 more personally. It's where atte…
How to Escape Being a Landlord: 5 Tax Tips for Military Service Members
Military families often build real estate portfolios through VA loans and PCS moves, but managing properties can eventually become impractical or unpleasant. This breakout session with …
Hard to Get: A Prospect Process that Works
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 val…
Guard and Reserve Panel
Financial professionals who think they’re up to speed on “military benefits” often overlook the unique needs of more than a million service members and retirees: Those who serve, …
Level Up Reception (Power Pass only)
The Level Up Reception is presented by Bastion Fiduciary Exclusively available to Power Pass holders, speakers, and sponsors, the Level Up Reception is crafted to take your connectio…
Structuring the Perfect Financial Services Firm for Military Families
A discussion of the elements that would need to come together to construct a firm that provides the best financial coaching/counseling/planning/advising/management military and veteran …
Best that Test: Strategies for Exam Success in Financial Services
Passing standardized exams for certifications, licenses, and designations is a vital step in advancing within the financial services industry. Yet, many professionals face significant c…
Navigating SSI and SSDI: Benefits and Special Rules Explained
The presentation will provide an overview of the Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) benefits. Including eligibility criteria, rules, and …
Mastering the Blended Retirement System (BRS)
Gain valuable insights into the Blended Retirement System (BRS) and its impact on military clients’ financial futures. This session will provide a comprehensive overview of the BRS, i…
Military Stigma, Overcoming Harmful Stereotypes and Stigma to Successfully Serve the Miltary and Veteran Community
We are familiar with “wounded” warriors and “homeless” veterans but less so with student-veteran graduation rates, veteran entrepreneur success rates, and the impact of veteran …
Subject Matter Expert: How to Boost Credibility and Brand Awareness Through Media Mentions
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 wh…
Lunch On Your Own
Take a break from the sessions and use this time to connect with fellow attendees. Grab lunch together, swap ideas, and build valuable professional relationships!…
Grief to Growth: Building Financial Security for Military Survivors
After the loss of a military member or veteran, surviving family members face a complex landscape of financial decisions intertwined with their grief. This panel, led by professionals w…
Paying Your Taxes Without Tipping the IRS: CZTE Extraction and IRS Form 8606
Tracking CZTE Contributions, TSP Rollovers, and Non-Deductible IRA Basis to Avoid Double Taxation
Taxes, Investing, and Government Benefits
In this session, we will explore the financial landscape for military retirees, focusing on key areas to enhance their financial well-being. You'll gain insights into how taxes imp…
Building A High-Speed Team: Modern Recruitment for Scaling Companies
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 t…
