Schedule

Check-in for the conference and the MilMoney 5k Fun Run.

• Mezzanine Foyer
• 8:00 AM-5:00 PM

The third annual MilMoney Fun Run. What better way to bring the military + money community together than breaking a sweat? An optional conference event for all attendees, speakers, and …

• Off Site
• 9:00 AM-10:00 AM

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….

• Confluence B
• 12:00 PM-2:00 PM

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…

• Mezzanine Foyer
• 2:00 PM-5:00 PM

Orientation for first-time attendees given by the founder of MilMoneyCon.

• Confluence B
• 2:15 PM-2:30 PM

Getting noticed can be difficult…especially when starting out. How do you get traffic to your website without having to pay to run ads? How do you get Google to recognize what you hav…

• Confluence A
• 2:30 PM-3:15 PM

A comprehensive discussion of the role the Department of Justice plays in combatting fraud that targets the military community. The DOJ's Consumer Protection Branch will discuss t…

• Lawrence A
• 2:30 PM-3:15 PM

In over ten years of providing financial literacy classes to military audiences, Drew Stamp has worked with servicemembers of practically all ranks, ages, and backgrounds. He’s seen S…

• Lawrence B
• 2:30 PM-3:15 PM

Registering a new independent fee-only Registered Investment Adviser (RIA) firm is easier now than it has ever been. But for RIAs who serve military families, it is nearly inevitable th…

• Lawrence A
• 3:30 PM-4:15 PM

Individuals navigating a medical retirement board are often overwhelmed with their challenges and questions, and there is often too little support to help them navigate the transition. …

• Confluence A
• 3:30 PM-4:15 PM

Nearly every conversation people have when they talk about investing revolves around either what family and type of funds to use (allocation) or what mix of traditional IRAs, Roth IRAs …

• Lawrence B
• 3:30 PM-4:15 PM

Harness the power of social media for your firm's success with this electrifying talk—a must-attend for financial planners eager to conquer the digital realm! Our speaker will sh…

• Lawrence B
• 4:30 PM-5:15 PM

This session will provide an overview of federal financial protections under the Servicemembers Civil Relief Act, including interest rate benefits, foreclosures, lease terminations, rep…

• Lawrence A
• 4:30 PM-5:15 PM

Whether it's during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings. Back…

• Confluence A
• 4:30 PM-5:15 PM

Come out for MilMoneyCon's Game Night Social and kick things off by mingling with fellow attendees over drinks, snacks, and friendly competition. This casual pre-conference mixer o…

• Confluence C
• 7:00 PM-9:00 PM

• Confluence C
• 4:00-4:45

Check-in for the conference.

• Mezzanine Foyer
• 8:00 AM-12:00 PM

• Confluence C
• 9:00 AM-10:00 AM

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…

• Mezzanine Foyer
• 10:00 AM-12:00 PM

Military Divorces … Are They Really Any Different Than Non-Military Divorces? With topics of discussion and aspects ranging from jurisdiction, jargon and terminology, different payrol…

• Confluence A
• 10:45 AM-11:30 AM

In today's competitive financial industry, creating a marketing message that truly resonates with your target audience is essential. Learn how to craft your marketing messaging to …

• Lawrence A
• 10:45 AM-11:30 AM

Today’s military families are faced with higher rates of food insecurity than the average American family. Factors such as frequent moves, unemployment/underemployment of spouses, and…

• Confluence B
• 10:45 AM-11:30 AM

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!…

• 11:30 AM-1:00 PM

Changing careers and entering entrepreneurship are two of the most rewarding experiences to go through. They are also among the most challenging. These transitions require navigating ri…

• Lawrence A
• 1:00 PM-1:45 PM

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…

• Mezzanine Foyer
• 1:00 PM-4:00 PM

Guard and Reserve families have added layers of complexity when combining military pay and benefits with civilian careers. They face many of the same challenges as their Active Duty pee…

• Confluence A
• 1:00 PM-1:45 PM

The Veterans Benefits Banking Program (VBBP), initiated in 2019, is undergoing a significant transformation. A noteworthy addition to the program is the implementation of a novel search…

• Confluence B
• 1:00 PM-1:45 PM

Guard and Reserve families share many similar financial experiences with Active Duty families; but there are distinct advantages and challenges related to their Reserve Component status…

• Confluence A
• 2:00 PM-2:45 PM

Imagine being able to send a family member to one of the most expensive colleges in the United States – for free! The Post 9/11 GI Bill is an enormous benefit of military service. Co…

• Lawrence A
• 2:00 PM-2:45 PM

In the competitive landscape of job success, particularly within the financial sector, it's essential to set yourself apart. This engaging and informative session is tailored speci…

• Confluence B
• 2:00 PM-2:45 PM

Refuel and mingle at the MilMoneyCon Snack Social! Conference days can be long, so we've set aside this casual time for you to recharge with some salty and sweet bites and beverage…

• 2:45 PM-3:45 PM

Power Pass holders, speakers, and sponsors – this one's for you. The Level-Up Reception is an exclusive opportunity to make meaningful connections and take your MilMoneyCon experie…

• Confluence C
• 5:00 PM-6:00 PM

Presentation will review important links between financial, mental, and physical health in Veterans. Then, the presentation will navigate through the National Veterans Financial Resourc…

• Confluence C
• 9:00 AM-9:45 AM

This session includes an overview and insights into a Skillbridge program opportunity from the perspectives of the organization, RIA owners, and a Skillbridge intern. RIA owners will wa…

• Confluence B
• 10:00 AM-10:45 AM

Ever wonder what goes into basic pay rates, how housing allowances are set, or the difference between cost-of-living adjustment and cost-of-living allowance? Join Ms. Jeri Busch, Depart…

• Lawrence A
• 10:00 AM-10:45 AM

When a loved one dies, even if they have an estate plan, survivors will face many decisions, challenges and obstacles … all while going through the grieving process. Dealing with thes…

• Confluence A
• 10:00 AM-10:45 AM

Staff from the Consumer Financial Protection Bureau (CFPB) will present data on and discuss financial challenges facing reserve and guard military families, including a briefing on the …

• Lawrence A
• 11:00 AM-11:45 AM

During this presentation, I will discuss the steps required to start, brand, and build a 6 figure tax preparation business. Topics will include; Deciding if this side hustle is right fo…

• Confluence A
• 11:00 AM-11:45 AM

What opportunities are there for military spouses in the financial planning industry? What education should I have? How do I decide what credentials to pursue? Can I work remotely? In t…

• Confluence B
• 11:00AM-11:45 AM

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!…

• 12:00 PM-1:00 PM

As a financial counselor, coach or planner, your influence as a professional is undeniable. Join us for an engaging discussion in "Threads of Influence," where we explore the …

• Confluence A
• 1:00 PM-1:45 PM

Join Dave Julian, Senior Advisor, Office of the Deputy Assistant Secretary of Defense (Military Community and Family Policy), to learn about the latest on the Department’s efforts to …

• Lawrence A
• 1:00 PM-1:45 PM

• Confluence B
• 1:00 PM-1:45 PM

Military life can make earning money as an Accredited Financial Counselor (AFC) difficult. The stars have to align just right for an open contract position or for a planning firm or emp…

• Confluence B
• 2:00 PM-2:45 PM

Depreciation is a common business concept that is frequently misunderstood. Paul thoroughly breaks down the topic from the underlying concept to the most common way it impacts military …

• Confluence A
• 2:00 PM-2:45 PM

"Leveraging AI to Enhance Financial Advisory Services: A Practical Approach" offers a deep dive into the integration of artificial intelligence, specifically ChatGPT, within f…

• Lawrence A
• 2:00 PM-2:45 PM

This [Mr. Cohen’s] presentation will include an overview of the Department of Defense’s (DoD) financial readiness programs and resources, results of the 2022 Status of Forces Survey…

• Confluence C
• 3:00 PM-4:15 PM