Military separation and retirement create financial risks that even experienced planners can underestimate. In this interactive session, financial planners will examine the most common, predictable financial mistakes military clients make during transition—and why those mistakes occur despite good planning intentions.
Through real‑world scenarios involving income gaps, healthcare assumptions, tax friction, and irreversible benefit elections, participants will explore how timing, sequencing, and expectation management play a critical role in client outcomes. The session emphasizes a planner‑focused lens, helping attendees recognize transition‑specific risks early, adjust intake conversations, and slow high‑stakes decisions without duplicating TAP or benefits counseling. We will also address how to “course correct” once mistakes have been made.
Attendees will leave with practical insights they can immediately apply to improve planning conversations with separating and retiring service members and their families.
