GI Bill Beyond the Basics: Strategic Planning for Financial Professionals

Many financial professionals understand the basics of the GI Bill, but applying that knowledge strategically is a different story. This advanced session dives into three often-misunderstood areas: transferring benefits to dependents, coordinating the GI Bill with other education funding sources, and planning around the variability of the Monthly Housing Allowance (MHA). Whether advising active-duty clients, Veterans, or military families, you’ll learn how to help them preserve benefits, avoid financial surprises, and maximize long-term value. Real-world case studies, tactical talking points, and vetted resources will equip you to guide your clients through key decisions with confidence. This session is ideal for practitioners who already have foundational GI Bill knowledge or personal experience with the benefit.

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