Military separation and retirement create financial risks that even experienced planners can underestimate. In this interactive session, financial planners will examine the most common, predictable financial mistakes military clients make during transition—and why those mistakes occur despite good planning intentions.
Through real‑world scenarios involving income gaps, healthcare assumptions, tax friction, and irreversible benefit elections, participants will explore how timing, sequencing, and expectation management play a critical role in client outcomes. The session emphasizes a planner‑focused lens, helping attendees recognize transition‑specific risks early, adjust intake conversations, and slow high‑stakes decisions without duplicating TAP or benefits counseling. We will also address how to “course correct” once mistakes have been made.
Attendees will leave with practical insights they can immediately apply to improve planning conversations with separating and retiring service members and their families.
Starting and staying solo sounded great, but we get into this work to help people. It turns out that lots of people need help. This session will trace the various ways my firm has found, hired, trained, and even fired team members. We’ll cover what went right, wrong, and how to streamline your team growth journey.
Create an interactive workshop in small groups of three. These interactive workshops will be ready to deliver to their first audience.
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’s where attendees and exhibitors converge to exchange ideas, forge partnerships, and explore the latest in the world of finance. Our diverse exhibitors are here to showcase their expertise, products, and services that can empower you in your financial career and business journey.
You’ll have the chance to have meaningful conversations with representatives who are ready to share insights, strategies, and solutions to elevate your career to the next level. Whether seeking new technology, expert advice, or earning opportunities, the Exhibitor Hall is the perfect place to network, exchange business cards, and start relationships that will go far beyond the conference walls. Every interaction is an opportunity to learn, grow, and expand your horizons in the ever-evolving landscape of military and money.
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 opportunities to connect and grow, and get your questions answered. Whether you’re here to network, learn, or explore new possibilities, we want you to feel welcome and at home so you can get the most value from your MilMoneyCon experience. Let’s kick things off together!
Lace up and kick off your day with the fifth annual MilMoney 5K Fun Run! This optional event is a fun and energizing way for attendees, speakers, and sponsors to connect outside the conference space—no Olympic training required. Whether you jog, walk, or run, it’s all about fresh air, friendly vibes, and great conversations with fellow financial pros in the military community. Plus, there’s a bonus: the first female and male finishers each win a free pass to next year’s MilMoneyCon.
Sponsored by the Navy-Marine Corps Relief Society
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 settled in—let us know you’re here! The MilMoneyCon team will be on hand to answer any questions you have about the schedule, sessions, or anything else you need to make the most of your conference experience. You’ll also be able to pick up your bib number if you are signed up for the MilMoney 5k Fun Run.
