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Landmines To Avoid In Military Divorce

Military Divorces … Are They Really Any Different Than Non-Military Divorces? With topics of discussion and aspects ranging from jurisdiction, jargon and terminology, different payroll offices, forms, processes and paystubs; federal rules regarding qualifying for post-divorce healthcare and other benefits, pension division post NDAA 2017, Military Retirement Pay Division Orders, nuances around the Survivor Benefit Plan (SBP), GI Bill Educational Benefits and Transfer of Entitlement (TOE), USFSPA, TSP division, Retirement Benefits Court Orders, VA disability payments and potential rating changes, calculation of Child Support, Spousal Support, FERS Military Service Buy Back Program, and remembering Sly and The Family Stone … “so on and so on, Scooby-Dooby-Dooby” … how would YOU answer that question?

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Financial Planning for Guard and Reserve Families: Part 2 Retirement

Guard and Reserve families share many similar financial experiences with Active Duty families; but there are distinct advantages and challenges related to their Reserve Component status. This session will focus on the unique aspects of Guard and Reserve retirement including topics related to qualifying for retirement, calculating a reserve pension, reducing their retired pay eligibility age, and earning an active duty pension. Additionally, we’ll take a detailed look at the Reserve Component Survivor Benefit Plan (RC-SBP) decision, healthcare coverage and gray zone retiree benefits and limitations.

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Military Food Insecurity-What’s Your Role?

Today’s military families are faced with higher rates of food insecurity than the average American family. Factors such as frequent moves, unemployment/underemployment of spouses, and systemic pay problems contribute to this dilemma. The DoD’s 2021 Survey of Active Duty Spouses revealed 25% of respondents experienced food insecurity. How can financial industry professionals be a part of the solutions for these families? How can you best advise families to promote financial decision-making that can help alleviate the paycheck-to-paycheck living that further perpetuates food insecurity? How can you empower military families to stretch their income to cover their basic needs? Join this session to ask questions, discuss, and learn how you can play a key role in helping our military families thrive and overcome food insecurity.

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Demystifying Backdoor Roth IRA for Military Families

Whether it's during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings. Backdoor Roth IRA is a technique that can help families continue to build wealth for their future and suppress their lifetime tax bill.

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Servicemembers Civil Relief Act Overview

This session will provide an overview of federal financial protections under the Servicemembers Civil Relief Act, including interest rate benefits, foreclosures, lease terminations, repossessions, and other matters.

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