This session introduces participants to the Certified Financial Transitionist (CeFT®) framework and how it can transform the way advisors support military clients during separation, retirement, reenlistment decisions, medical transitions, and relocations. Attendees will learn how to integrate emotional readiness, decision-making capacity, and communication patterns into their technical planning—resulting in more effective guidance and better client outcomes. Advisors will leave with a practical, repeatable framework to help servicemembers and their families move from overwhelm → clarity → confident action—improving both financial outcomes and the human experience of transition. This approach elevates advisors from technicians to true partners in one of the most defining moments of military life.
