AFC® CEU Archives - Page 2 of 3

Mastering the Blended Retirement System (BRS)

March 16, 2025
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Gain valuable insights into the Blended Retirement System (BRS) and its impact on military clients’ financial futures. This session will provide a comprehensive overview of the BRS, including its key components, such as the reduced pension multiplier, Thrift Savings Plan (TSP) contributions, continuation pay, and lump-sum options. Attendees will learn actionable strategies for tailoring financial plans and where to find the resources service members need to maximize benefits through real-life case studies and an interactive Q&A session.

Navigating SSI and SSDI: Benefits and Special Rules Explained

March 10, 2025
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The presentation will provide an overview of the Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) benefits. Including eligibility criteria, rules, and work incentives. The session will also cover the special rules and benefits available to children and military families who receive SSI or SSDI.

Guard and Reserve Panel

March 10, 2025
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Financial professionals who think they’re up to speed on “military benefits” often overlook the unique needs of more than a million service members and retirees: Those who serve, or have served, in the Guard and Reserve. Even the most military-friendly professionals are unaware of these often-complicated programs and benefits. And many reservists, including retirees in the “gray area” between service and age 65, find them confusing or contradictory.

Utilizing Military Family Programing Concepts to Build and Boost a Financial Coaching Business in the Civilian Community

March 10, 2025
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Military family programming practitioners and military members possess unique expertise in developing and delivering impactful financial literacy initiatives. This session explores how to leverage these skills to create dynamic financial coaching programs for the civilian community. Attendees will learn strategies for engaging HR professionals on the importance of financial wellness, teaching employees about benefits, and utilizing open marketplace options effectively. The presentation will highlight methods to foster community through book study support groups, design workshops for nonprofits, and build partnerships with professionals to expand financial literacy outreach. This session will offer practical ways to translate military programming concepts into actionable tools for boosting your financial coaching business while making a meaningful impact in the civilian sector.

Empowering Military Spouses: How to Guide Military Spouses Through Financial Literacy for a Secure Future

March 10, 2025
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Military spouses play a crucial role in maintaining the stability of military families, often shouldering over half of the daily financial responsibilities. Given their significant contributions, it's essential to equip military spouses with the knowledge and tools to understand their financial landscape, both during active service and in preparation for life after service. By empowering them with financial literacy, military spouses can make informed decisions today and confidently plan for the future—ensuring they’re prepared for the transition when their family is no longer active-duty. Financial preparedness can make all the difference in securing long-term stability and success for military families. It is imperative to understand the needs of military spouses to better support them through financial decisions.

Retirement Income Strategies with a Military Focus

March 10, 2025
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Pre-approved for 1 hour CFP® CE, 1 hour MQFP® CEU and 1 hour AFC® CEU. This one-hour, CE-approved course offers a focused and practical overview of retirement income strategies designed specifically for individuals with military affiliations. Transitioning from the accumulation phase to the utilization phase presents unique challenges, and this course will explore key considerations to help navigate that shift effectively. Attendees will gain insights into integrating the Thrift Savings Plan (TSP), military pension benefits, and Social Security into a cohesive retirement income strategy. Additionally, we’ll address common pitfalls and critical factors that can impact long-term financial security.