Category: May 7, 2026

Every day, women servicemembers balance mission demands, family responsibilities, and personal goals while navigating deployments, PCS moves, and the unrelenting pace of military life. These pressures often prompt the question of whether continued service is sustainable. This presentation highlights the intentional financial planning steps that build true financial resilience—creating the decision space that empowers servicewomen to stand confidently in the door, ready to make the “should I stay or should I go” decision that is right for their lives.

Many parents know exactly what their teenagers should be doing with money (budgeting, saving, avoiding debt) but struggle to get their teens to listen, engage, or take action. This session uncovers the real reasons teens resist financial guidance, the common communication mistakes parents make without realizing it, and the mindset barriers that quietly block progress on both sides.

Attendees will learn how the teenage brain processes advice, why traditional “do this because I said so” methods fail, and how to shift into proven communication strategies that build buy-in instead of conflict. We’ll explore practical tools for turning everyday moments into meaningful money lessons, helping teens connect financial habits to their identity, goals, and future independence.

Parents will leave with a clear, actionable framework that not only teaches financial skills but also strengthens the parent-teen relationship; laying the foundation for self-sufficient, financially confident young adults.

This session explores how AI is reshaping financial planning through a paired challenge/opportunity: rapidly rising consumer openness to AI-enabled financial help and persistent capacity constraints in advice delivery.

We frame the “advice gap” and show how AI can expand reach beyond traditional channels while improving acquisition and engagement. We then examine the advisor productivity/time crisis, in which roughly one-fifth of first-year planning time is consumed by data gathering, and outline a practical workflow redesign using “conversational intelligence” (meeting transcripts paired with an LLM query layer) and evidence-based communication tactics.

Finally, we demonstrate how predictive AI can be applied in real client situations to evaluate the effectiveness of advisor-client conversations and forecast the most effective combinations of engagement components, improving follow-through and outcomes.

This session demystifies how entrepreneurs, advisors, and financial professionals can participate in U.S. Government innovation efforts, from SBIR and OTA programs to tech commercialization and defense acquisition cycles. Using real examples from BlackHays Group projects, Scott outlines the “Marathon Framework”: a step-by-step approach to positioning businesses for long-term government work, building credibility, and balancing private growth with compliance and security. Attendees will gain a clear understanding of acquisition milestones, tech transition barriers, and how patience and preparation outperform speed in government contracting.