Keep the connections going beyond the conference day with a small-group dinner at one of Savannah’s popular local restaurants. You’ll be paired with 4–5 fellow MilMoneyCon attendees for a relaxed meal and meaningful conversation in a more intimate setting. MilMoneyCon will thoughtfully assign dinner groups and share the restaurant details and your group information by email ahead of time. Each attendee will pay for their own meal.
Advance sign-up is required through the Side Quest email sent to registered attendees.
Many families in the military community are landlords, whether intentionally or accidentally. This presentation will discuss common errors seen in individual (Form 1040) tax filings specific to rental real estate and the correct reporting, using real examples from both DIY taxpayers and returns prepared by tax professionals.
This session highlights the newest financial benefits available to military families and how advisors can help clients use them strategically. We’ll cover tax-saving opportunities through the DCFSA and HCFSA, the role and execution details of TSP in-plan conversions, and PCS-related updates including spouse business expense reimbursement, airfare for family childcare support, and the QLEs created by a PCS move. Attendees will learn how these benefits can reduce out-of-pocket costs, improve long-term planning, and ease stress during major transitions. By understanding the full landscape of these changes, advisors can better guide service members toward greater financial resilience, stability, and mission readiness.
Charging More, Speaking Up, Taking Bigger Swings
Confidence impacts everything: your pricing, your positioning, your leadership, and your growth. This Think Tank is a space for honest conversations about stepping into your expertise and owning your value.
Together, we’ll explore raising fees, negotiating compensation, saying no to misaligned opportunities, pitching yourself for bigger stages, and making bold professional moves with clarity and conviction. Plus, balancing asking for more with seizing opportunities without pay.
This session is about building the internal strength that supports external success and encouraging each other to think bigger.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
Navigating Pensions, BRS & Everything In Between
Retirement planning in the military world is layered and complex. Whether you’re advising active duty, Guard, Reserve, or dual-military households, this Think Tank is your space to think beyond the basics.
We’ll tackle everything from pensions and the Blended Retirement System to survivor planning, civilian asset coordination, and long-term strategy. We’ll also talk about how to communicate retirement concepts clearly to clients when it feels complicated.
This session is about thoughtful strategy, shared expertise, and elevating how we guide clients toward confident retirement decisions.
Limited to 6 Power Pass holders. Sign-up required (sent via email to registered attendees).
This interactive session explores the emotional and behavioral roots of financial decision-making. Through personal reflection and hands-on tools, participants will experience how beliefs, family patterns, and well-being shape money behavior. Learn how to help clients connect their financial choices to deeper motivation for lasting change.
Sponsored by Navy Mutual
Need a pick-me-up to power through the afternoon? Swing by the MilMoneyCon Snack Time for a tasty break and a chance to reconnect. Enjoy a spread of sweet and salty snacks, refreshing beverages, and casual conversation with fellow attendees. It’s the perfect pause to recharge, discuss sessions, and refuel your energy for the rest of the day. Whether you’re here to network or just need a moment to unwind, Snack Time has you covered!
The One Big Beautiful Bill Act made significant changes to Federal Student loans and Federal repayment plans. Guiding families who haven’t saved enough or whose GI Bill benefit won’t cover all their children is now more complex without the Federal Government providing unlimited loans. This session covers what’s changed and how it will affect college planning in the future.
From MMC 25, an AI workshop sparked a spin-off mastermind that has met monthly for the past year. As the group’s purpose and experience evolved, one thing remained constant: the value of collaborating with peers to test emerging AI tools, apply them in real advisory practices, and stay compliant. This breakout session shares our “Top 10 AI Takeaways” from a year of experimentation and growth and invites attendees to either join our mastermind or launch one of their own. (Of course, this was written with AI!)
