CFP® CE

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.

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.

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.

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.

There is so much misinformation about the benefits available to the survivors of veterans! Why? Benefits can change depending on whether the death was on active duty or post service! Also, some benefits must be established by the veteran before they pass away. Many veterans make assumptions that benefits will be available for their survivors, but the reality is they won't qualify. Plus, after service all benefits survivors are eligible for will require applications! So, many survivors fail to get benefits because they don't even apply. This session will navigate the eligibility requirements for various survivor benefits from DoD and the VA and explain the realities of benefits so estate planning can account for financial gaps in entitlements. We will also explore some misunderstood benefits that are included with SGLI and VGLI policies.