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.
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.
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decisions today and confidently plan for the future—ensuring they’re prepared for the transition when their family is no longer active-duty.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.
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.
Do you or a loved one have a VA disability rating? Do you serve clients who do? Do you really understand the claims process?! Jex will cover some common myths and misconceptions about the VA disability compensation claims process, explain the “VA math” behind combining ratings, and will dive into some lesser-known aspects such as bilateral factors and secondary conditions. She’ll also share some best practices she has gleaned from VBA employees, fellow veterans, and personal experiences. She’ll close by sharing some resources so claimants can better understand their particular issues before they file.
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.