Join Dave Julian, Senior Advisor, Office of the Deputy Assistant Secretary of Defense (Military Community and Family Policy), to learn about the latest on the Department’s efforts to strengthen the economic security of military members and their families through the Department’s comprehensive efforts, to include spouse employment and childcare programs.
What opportunities are there for military spouses in the financial planning industry? What education should I have? How do I decide what credentials to pursue? Can I work remotely? In this panel, 4 planners will share how they transitioned into the financial planning field as military spouses. They will discuss the various forms of employment options that exist within the financial planning industry and share the knowledge that they wish they had before beginning their journey. They will end with an ask me anything session where spouses aspiring to enter financial planning can get answers to any questions they have.
Staff from the Consumer Financial Protection Bureau (CFPB) will present data on and discuss financial challenges facing reserve and guard military families, including a briefing on the CFPB’s report showing that activated reserve/guard servicemembers lost $100 million in foregone benefits on vehicle and personal loans.
As a financial counselor, coach or planner, your influence as a professional is undeniable. Join us for an engaging discussion in "Threads of Influence," where we explore the complex interplay of personal backgrounds, experiences, and beliefs in your work with clients. Discover how these factors impact client outcomes and relationships, and why it's crucial to minimize their influence ethically.
Depreciation is a common business concept that is frequently misunderstood. Paul thoroughly breaks down the topic from the underlying concept to the most common way it impacts military and veteran families - residential real estate rentals.
In the competitive landscape of job success, particularly within the financial sector, it's essential to set yourself apart. This engaging and informative session is tailored specifically for financial professionals working with the military, and it will equip you with the tools and insights needed to “Stand Out” in your job and career advancement.