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 meaningful connections as we celebrate coming together as a community. It’s a casual, come-as-you-are mixer where stories are shared, friendships are sparked, and the MilMoneyCon spirit truly comes alive. Don’t miss it!
More details coming soon.
Digital Strategy, Social Media & Paid Ads
Marketing can feel overwhelming with all the platforms, algorithms, ads, and analytics. Whether you’re experimenting with digital marketing or refining a strategy that’s already in motion, this Think Tank is your space to dig into what actually drives results.
We’ll huddle up on everything from organic social media and paid ads to messaging, positioning, and measuring ROI. We’ll also talk about how to market consistently without burning out or chasing every new trend.
This session is about real-world lessons, smart experimentation, and learning from others who are testing, refining, and building momentum.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Digital Strategy, Social Media & Paid Ads
Marketing can feel overwhelming with all the platforms, algorithms, ads, and analytics. Whether you’re experimenting with digital marketing or refining a strategy that’s already in motion, this Think Tank is your space to dig into what actually drives results.
We’ll huddle up on everything from organic social media and paid ads to messaging, positioning, and measuring ROI. We’ll also talk about how to market consistently without burning out or chasing every new trend.
This session is about real-world lessons, smart experimentation, and learning from others who are testing, refining, and building momentum.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Artificial intelligence is rapidly reshaping the landscape of financial planning, financial counseling, and coaching — yet many professionals are overwhelmed by the options or hesitant because of compliance concerns. This session focuses on practical, real-world applications of AI that improve accuracy, efficiency, and client experience without compromising ethical or regulatory standards. Attendees will learn how to use AI tools for repetitive tasks like meeting documentation, document preparation, and follow-up task automation, as well as for deeper research and planning analysis. We’ll discuss what AI should and should NOT do, how to protect client information, and how to document AI usage for compliance, transparency, and audit readiness. Participants will walk away with an AI implementation framework, sample prompts, and repeatable workflows they can begin using immediately — even if they are not tech-forward or AI fluent.
Thinking about starting a financial coaching business but unsure where to begin? This workshop is designed for those who are ready to turn their passion for helping others into a thriving private practice. We’ll cover misconceptions about starting a private practice for financial coaching, common challenges, and the benefits of collaborating with other professionals. Attendees will learn how to create a realistic timeline for launching their business and explore the advantages and challenges of working for yourself versus working for others. Through interactive exercises, you’ll leave with a personalized roadmap and actionable strategies to start strong, along with resources to help you build your private practice. Whether you’re new to the financial coaching community, seeking a flexible career or trying to grow your current business, this session will give you clarity, confidence, and connections to succeed. You’ll have the opportunity to ask all the questions that you’re afraid to ask!
Strong communication is more than speaking clearly. It is listening with intention, understanding the other person’s perspective, and creating a shared picture that builds trust. In this interactive workshop, David Gillis blends 10 years of human factors instruction, five years of TEDx style speaker coaching, and extensive financial education experience to teach practical tools for better client conversations.
Attendees will learn how to recognize when stress, assumptions, or filters are shaping communication, how to adjust their listening to meet clients where they are, and how to speak with clarity once they understand the client’s needs. Through short drills and interactive exercises, participants will practice techniques that make financial discussions smoother, clearer, and more connected. This workshop helps professionals listen better, think clearer, and communicate in a way that strengthens relationships and improves client outcomes.
Serving a Complex & Overlooked Population
Guard and Reserve clients face unique financial realities that don’t always fit traditional planning models. Whether you already serve this population or want to deepen your expertise, this Think Tank is your space to explore the nuances.
We’ll tackle everything from income variability and civilian-military benefit coordination to retirement structures and deployment-related planning. We’ll also discuss how to position yourself as a trusted expert for this often-overlooked group.
This session is about deepening specialization, sharing insights, and elevating how we serve those navigating both civilian and military worlds.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Building a Pipeline Without Feeling Salesy
Whether you’re a financial coach, counselor, or planner, attracting and keeping paying clients is what allows you to do meaningful work at scale. But how do you grow without feeling pushy, performative, or out of alignment?
In this Think Tank, we’ll explore sustainable strategies for building visibility, strengthening referrals, clarifying your niche, and communicating your value in a way that feels authentic. We’ll talk about what’s working, what’s not, and how to create consistent client growth without the stress.
This is a space for honest conversation, shared insights, and practical ideas that help you build both income and impact.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.
We’ll put our collective brains to work on everything from workflow automation and client communication to content creation, research, and time-saving systems. We’ll also talk through ethical considerations, compliance questions, and how to use AI to strengthen trust rather than weaken it.
This session is all about practical application, shared experiments, and thoughtful conversation with peers who want to use technology wisely and strategically.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Artificial intelligence is moving fast, and financial professionals are feeling both the opportunity and the pressure. Whether you’re a coach, counselor, or planner, this Think Tank is your space to explore how AI can realistically support your work, not replace it.
We’ll put our collective brains to work on everything from workflow automation and client communication to content creation, research, and time-saving systems. We’ll also talk through ethical considerations, compliance questions, and how to use AI to strengthen trust rather than weaken it.
This session is all about practical application, shared experiments, and thoughtful conversation with peers who want to use technology wisely and strategically.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Get the latest news on MilMoneyCon!