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November 13, 2018
9:00 am - 12:30 pm


CEUs / Credits
This is a Live CEU program.
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November 13, 2018 @ 9:00 am - 12:30 pm EST

Out-of-the-box Financial Planning for Transitioning Military & Financial Professionals

Based on lessons learned from the Military Transition Financial Wellness Program (MTFWP), this session goes beyond textbook programs.

Professional development training:

1) Financial aspects of Servicemembers’ transition to the civilian workforce or into higher education
– Challenges faced by financial counselors working w/active duty & veterans
– Steps for military transition success
– TOTAL compensation needed to be replaced when transitioning

2) Financial short-term & life-long outcomes & ROI based on a Service member’s selection of college, certificate, or degree.
– Career interest & aptitude
– Military funding transition & retirement: insurance needs & Survivors Benefit Plan (SBP)
– Resume & interview: hints for success
– GI Bill: Military & student loans

Coffee will be served.

Pre-Registration required.*

*The option to register for both, morning and afternoon sessions, are included in each Symposium registration form.