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.
