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Apply to Speak

SPEAK AT #MILMONEYCON25

Our Attendees

MilMoneyCon is a community of financial professionals united by military service. We’re made up of financial counselors, coaches, planners, educators, and students working in government, financial institutions, private practice, or establishing a financial career.

Our mission is to rally military financial professionals and propel their careers, businesses, earning power, and network to the next level.

Session Types

Breakout Sessions

A single subject matter expert leads breakout sessions to help attendees continue their education, develop skills and grow their knowledge.

Breakouts Sessions include a presentation followed by audience questions and presenter answers.

The sessions are 30-45 minutes in length.

Panel Discussion Sessions

Panel Discussions are sessions led by a group of subject matter experts to share their diverse perspectives and knowledge to help attendees develop their skills and grow their knowledge.

Panel sessions include one moderator to guide the conversation and three panelists to share their expertise and answer audience questions.

The sessions are 30-45 minutes in length.

Session Tracks

EARN

entrepreneurship, writing, hiring, products, sales, services

FUTURE

industries, research, regulation, trends, technology

GROW

career transitions, certification, education, marketing

PRACTICE

communication, government, military, processes, techniques

Speaker FAQs

San Antonio Marriott Rivercenter on the River Walk
101 Bowie Street,
San Antonio, Texas 78205

May 15-17, 2025

To apply to speak, you will need to fill out the speaker submission form with the following information:

  • Contact information, bio, and headshot
  • Confirmation of speaker terms
  • Presentation title and description (150 words or less)
  • Session track you are applying under
  • Type of sessions (breakout or panel discussion)
  • Names of the other panelists and moderator (panel sessions)

The two types of sessions are: Breakout and Panel Discussions

  • Breakout sessions are 30-45 minutes for the presentation and Q&A
  • Panel discussions are 45 minutes with one moderator and three panelists

There are four tracks to speak under:

  • Earn (entrepreneurship, writing, hiring, products, sales, services)
  • Future (industries, research, regulation, trends, technology)
  • Grow (career transitions, certification, education, marketing)
  • Practice (communication, government, military, processes, techniques)

Speaker submissions will close on December 6, 2024, and speakers will be notified and announced in rounds.

Breakout speakers will receive a free Power Pass to the conference, and selected panelists and moderators will receive 30% off their conference pass of choice. Speakers are responsible for their travel, meal, and hotel expenses.

Here are some of the past presentations:

  • How Financial Therapy Can Inform, Empower, and Change Your Life and Work Around Money
  • Leveraging Your Tech Stack to Serve Military Clients
  • From the Frontline: A SOF Servicemember Shares the Financial Issues that are REALLY Plaguing the Military
  • Making Money as a Tax Preparer
  • Ten Helpful Questions To Maximize Your Clients’ GI Bill Benefits
  • Double Duty: Financial Do’s and Don’ts for Dual Military Couples
  • Money, Culture and Navigating the American Experience for Foreign-Born Individuals and Families

We’re looking for sessions in areas that can enhance the skills and careers/business growth of financial professionals in the military community. Below are thoughts to get you inspired if you’re not sure where to start and need a spark. ⚡️

You know your community, niche, experience, and so much more that would be valuable knowledge for the M$C community, so please don’t be limited by the list.

Business Growth & Marketing for Financial Professionals

  • Digital Marketing Strategies – Utilizing social media, websites, and content marketing to attract and retain clients.
  • Brand Building – Crafting a personal and business brand to stand out in the competitive financial planning and coaching market.
  • Networking and Referral Building – Effective strategies for networking and generating client referrals.
  • Scaling a Financial Practice – How to grow a solo practice into a larger firm, including hiring strategies, managing remote teams, and leveraging technology.
  • When Your Niche Isn’t Military – How to build a financial planning, coaching, or counseling business in a niche other than service members, veterans, or military spouses.

Enhancing Client Services & Offerings

  • Behavioral Finance – Understanding client behavior and psychology to offer more personalized and effective financial advice.
  • Holistic Financial Planning – Providing comprehensive advice that addresses budgeting, debt management, investments, taxes, and retirement in one plan.
  • Specializing in Military Benefits – Deep dives into the unique financial benefits for servicemembers, including retirement planning, the Thrift Savings Plan, and Combat-related disability.
  • Navigating Financial Transitions – Guiding clients through major life events like transitioning out of the military, deployment, and divorce.

Technology & Innovation in Financial Professions

  • Tech Tools for Efficiency – Exploring the latest financial planning and coaching software, CRM systems, and fintech solutions to streamline client management and improve service delivery.
  • AI and Automation – How to incorporate artificial intelligence and automation into a practice to improve financial forecasting, risk assessment, and client engagement.
  • Cybersecurity for Financial Professionals – Protecting sensitive client information and ensuring compliance with privacy regulations.

Professional Development & Certifications

  • Navigating Regulatory Changes – Keeping up with evolving regulations affecting financial planning.
  • Ethics in Financial Planning – Addressing ethical challenges in advising clients and maintaining professional integrity.

Monetizing Expertise & Creating Passive Income Streams

  • Developing Online Courses – How to create and market online courses, workshops, or webinars for additional income.
  • Writing and Publishing – Leveraging expertise to write books, blogs, or columns that can provide passive income and establish credibility.
  • Speaking & Workshops – Turning expertise into paid speaking engagements, workshops, and seminars.
  • Offering Subscription-Based Services – Building a business model around subscription-based financial coaching or advice.

Financial Planning and Coaching for Niche Markets

  • Veterans and Transitioning service members – Specific financial strategies for those leaving the military, focusing on career changes, and accessing military benefits like SBP.
  • Military Families – Navigating the unique financial challenges military families face, including frequent relocations, deployments, and managing dual-income households.
  • Investing for Military Personnel – Crafting investment strategies suited to the unique career path and benefits of military service members.

Navigating Non-Profit and Government Financial Work

  • Grant Writing and Fundraising – Skills needed for those in non-profits to secure funding for financial literacy programs.
  • Public-Private Partnerships – Building relationships between government, non-profits, and private financial institutions to enhance the financial well-being of your clients and communities.

Want to Speak at MilMoneyCon?

Speaker submissions close on December 6, 2024.

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