Explore Savannah’s haunted history one stop at a time. This guided pub crawl combines local lore, ghost stories, and a few memorable stops along the way. It’s a fun way to experience one of Savannah’s signature attractions while connecting with fellow MilMoneyCon attendees on your final night in town.
Advance sign-up is required through the Side Quest email sent to registered attendees.
Happy Trail is the final MilMoneyCon special send-off and a chance to say farewell until we meet again next year. Be there for the surprises!
The Closing All Hands Session brings the community back together to connect the dots, highlight what matters most, and send everyone forward ready to take action.
We’ll begin with Make Your Point, one of MilMoneyCon’s most meaningful traditions. Three attendee-selected voices will take the stage to share ideas, insights, and challenges the community believes are worth paying attention to. Five minutes each. One mic and their message. No slides, just real perspectives from people in the room.
After that, we’ll hear from our Closing All Hands speaker, Drew Stamp.
Lacey Langford will then close out the conference with final remarks and a send-off that ties the week together and points everyone toward what comes next once they head home.
This session is about leaving clear-headed and motivated, not overwhelmed. You’ll walk out with ideas to act on, connections to follow up with, and a strong sense of where to focus your time and energy after MilMoneyCon26.
This Lessons Learned session explores what it really means to be the first hire in a solo practice — where expectations are fluid, workflows don’t yet exist, and the opportunity to add value is limited only by initiative. As the first paraplanner at a niche RIA serving military and federal families, I learned how to build processes while doing the work, communicate proactively, use AI to accelerate readiness, and advocate for clarity while supporting a founder with a full plate. This session empowers new professionals to step into solo firms with confidence and challenges firm owners to build partnerships—not positions—that scale. Attendees will hear real lessons, real missteps, and real strategies to succeed on both sides of the desk.
The Focus Framework: Serve Better, Scale Bigger explores how financial advisors can grow faster by going narrower. Drawing from years of experience serving active-duty military families, this session demonstrates how a clearly defined niche can dramatically increase the quality of your service, attract ideal clients, and create systems that scale—without overwhelming your calendar. Attendees will learn how specialization builds trust more quickly, simplifies marketing, reduces client friction, and frees up mental bandwidth for higher-value work. We’ll break down a practical, repeatable framework for identifying your ideal niche, communicating your value, and designing processes that allow you to serve more families with less operational drag. This session gives real life examples and delivers actionable strategies to help advisors expand their impact, grow their practice efficiently, and still maintain time for what matters most at home.
Transitioning out of the military can feel like stepping into a world that speaks an entirely different language—especially when entering the financial industry. When I left the U.S. Army after two deployments, I expected that my discipline, resilience, and leadership experience would carry me. What I didn’t expect was how much I had to unlearn, reinterpret, and rebuild to succeed in an industry built on communication, trust, and financial confidence.
In this candid and practical session, I share the real story of my transition into the finance world—what worked, what didn’t, and what I wish I had known sooner. Participants will explore how to translate military strengths into financial career competencies, how to navigate environments where ambiguity replaces structure, and how to redefine “success” and “failure” in civilian terms. Attendees will leave with actionable guidance on finding their place in finance, building credibility, leveraging lived experience, and thriving in roles that directly change people’s lives.
This isn’t a leadership lecture—they already know leadership. This is the blueprint for what comes next.
Enjoy a flexible lunch break to refuel, recharge, and connect. Whether you stay at the hotel or step out for a quick bite nearby, this is a great chance to grab lunch with friends—old or new—and keep the conversations going. Share ideas, swap stories, and build meaningful connections with fellow military financial professionals. Then come back energized and ready for more great sessions at MilMoneyCon!
Lacey Langford hosts a Power Talk for anyone building a career or business in financial coaching, counseling, or education. Bring your questions about finding clients, creating content, podcasting, hosting events, and building a website that supports your goals.
Mid- and late-career service members are often models of financial discipline, yet even the most diligent military families—and their advisors—can be ambushed by esoteric-yet-brutal traps. These blind spots often hide at the complex intersection of federal law, multi-state tax rules, unfamiliar compensation models, and evolving retirement systems. Left unaddressed, these technical discrepancies can trigger aggressive tax recapture, crater household earning power, and compromise a lifetime of savings.
In this session, Ian Gates identifies five specific high-impact danger zones that frequently fly under the radar of generalist practitioners. Attendees will learn how to proactively spot and tackle looming crises such as:
Key Takeaway: Move beyond standard military financial planning to safeguard military and veteran families from high-impact, unforced errors.
Navigating the transition from military to civilian life is often overwhelming, financially, emotionally, and logistically. For many service members and spouses, the path is filled with myriad programs, inconsistent guidance, and decisions that may have long-term financial consequences. This session equips financial professionals with a framework to support clients through this critical period. Drawing on more than 12 years of work with the Association of Military Banks of America (AMBA), leadership of the Veterans Benefits Banking Program (VBBP), conversations from The Next Tour Podcast™, and new insights from my role at MOAA, this session breaks down the transition ecosystem into practical steps clients can understand and act on. Participants will learn key decision points, common pitfalls, and strategies to empower clients during a period where trusted financial guidance is needed most. Attendees will leave with tools to strengthen their practice and better serve the military and veteran community.
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