Client’s Getting Financially Of Course in their Transition? Tackling the wayward obstacles to help clients chart their path to a successful financial course post-service.
This interactive workshop will identify common financial missteps service members make when leaving service and how financial educators can take action to eliminate them, or to help them course correct once they happen. We will explore best practices for reducing administrative errors, dispelling rumors, and deploy effective strategies for financial success beyond the TAP class.
