MQFP® CEU Archives - Page 3 of 3

What To Do When Beneficiaries Aren’t Updated: Case Studies with Practical Lessons Learned

February 18, 2024

Nearly every conversation people have when they talk about investing revolves around either what family and type of funds to use (allocation) or what mix of traditional IRAs, Roth IRAs and taxable accounts to use (tax treatment). Not discussed enough is the importance of building your estate plan early and doing the housekeeping to make execution easy for your loved ones who will have to execute it without your assistance, and while they'll most likely be actively grieving your death or your loss of capability/capacity to handle your own affairs.

Veterans Benefits Banking, Counseling, and the Relaunch of VetCents

January 16, 2023

The Veterans Benefits Banking Program (VBBP), initiated in 2019, is undergoing a significant transformation. A noteworthy addition to the program is the implementation of a novel search feature on the website, facilitating easy access to information on participating banks and credit unions.

Combatting Fraud Against Veterans, Servicemembers, and Their Families

January 16, 2023
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A comprehensive discussion of the role the Department of Justice plays in combatting fraud that targets the military community. The DOJ's Consumer Protection Branch will discuss the effects of fraud on servicemembers and their families, provide case studies and examples, and provide preventative measures so the community can protect itself.

Medical Retirees: Navigating the Misunderstood Benefits for our Wounded Warriors

March 3, 2022

Individuals navigating a medical retirement board are often overwhelmed with their challenges and questions, and there is often too little support to help them navigate the transition. Benefit entitlements depend on many factors including disability ratings from both the Department of Veterans Affairs and the Department of Defense. We will discuss questions servicemembers should ask during this process and navigate which benefits they retain depending on whether they are medically separated or retired. We will also dive into unique situations medical retirees need to address with regards to their Survivor Benefit Plan options. We will also explore the Integrated Disability Evaluation System (IDES), a joint process with VA and DoD, to determine if wounded, ill, or injured Service members are fit for continued Military service and provide disability benefits to Service members and Veterans, if appropriate. Information in this session will help Service members understand their benefits and make informed decisions.

Empowering Veterans to Take Charge of Their Financial Health

November 19, 2020

Presentation will review important links between financial, mental, and physical health in Veterans. Then, the presentation will navigate through the National Veterans Financial Resource Center (FINVET) at the Department of Veterans Affairs (VA) to raise awareness of a newly launched Veteran-centered website of tools and resources for Veterans to empower them to earn more money, save money, and protect their money.