MilMoneyCon25 will be providing:
- 14 hours of AFCPE® CEU (including 1 hour of Ethics CEU)
- 12 hours of CFP® CE
- 14 hours of MQFP® CEU
PDF list of pre-approved continuing education sessions.
*The schedule is subject to change. Check back for updates. Time zone: Central Daylight Time
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. This is your first stop to get …
MilMoney 5k Run/Walk
Lace up and kick off your day with the fourth annual MilMoney 5K Fun Run! This optional event is a fun and energizing way for attendees, speakers, and sponsors to connect outside the co…
Room Wrangler Orientation
This quick meeting is for all MilMoneyCon volunteers serving as Room Wranglers. We'll cover everything you need to know to support breakout sessions—keeping time for speakers, sh…
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….
Newcomers Orientation
New to MilMoneyCon? Join this session where MilMoneyCon founder, Lacey Langford, welcomes you to the community! This is a chance to learn what to expect from the conference, discover op…
Client-Centered Advising: Mastering Cognitive Bias Influence
Financial professionals routinely encounter cognitive biases and mental shortcuts with clients. Research by Kahneman & Tversky (2013) demonstrates how these heuristics can lead to s…
Think Tank: AI
From automation and content creation to client communication and research, artificial intelligence is transforming the way financial professionals work. But with rapid innovation comes …
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…
Think Tank: Getting Paying Clients
Whether you're a financial coach, counselor, or planner, finding and keeping paying clients is the key to building a business that’s both profitable and purposeful. But how do yo…
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 …
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! Al…
Think Tank: Sharpening Your Craft
Great financial professionals don’t just serve clients—they continuously refine how they do it. Whether you're a coach, counselor, or planner, this Think Tank is your space to …
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 ab…
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…
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 mea…
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. This is your first stop to get …
Newcomers Orientation
New to MilMoneyCon? Join this session where MilMoneyCon founder, Lacey Langford, welcomes you to the community! This is a chance to learn what to expect from the conference, discover op…
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…
Opening All Hands
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 fourt…
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. Given their significant cont…
Retirement Income Strategies with a Military Focus
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 d…
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 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…
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…
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…
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 …
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…
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 …
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, …
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…
Snack Social
Need a pick-me-up to power through the afternoon? Swing by the MilMoneyCon Snack Social for a tasty break and a chance to reconnect. Enjoy a spread of sweet and salty snacks, refreshing…
Building a Military-Connected Financial Career – Thriving Through Transition, Challenge, and Community
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 ses…
Level Up Reception (Power Pass only)
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 i…
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…
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 …
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…
Opportunity and Complexity of Employer Stock Programs
RSU and ESPP employer stock programs serve as valuable wealth-building tools, each presenting unique advantages and challenges, including complex taxation. Both programs require careful…
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 Overview of TSP Rollovers: Understand the process and benefits of rolling over Thrift …
The Future of Budgeting: Reducing Barriers to Financial Coaching with FinTech Solutions
Why doesn't everyone keep a budget? The truth is budgeting is a skill, and it's not easy to acquire! That's where budget coaches come in. Budget coaches are incredibly he…
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…
Closing All Hands Session
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 wil…
Happy Trails
This is the final MilMoneyCon special send-off! Happy Trails is a chance to say farewell until we meet again next year!…
