Financial Seminars

 

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FREE - Open to all Joint Warfighting attendees; no separate registration is necessary.

 

Wednesday, May 16, 9:30 a.m. - 10:30 a.m.

5 Simple Secrets to Maximizing Your Post 9-11 GI Bill Benefits

 

The new Post 9-11 GI Bill is a powerful education tool for veterans, service members and - thanks to the new transfer feature - a service member's spouse and/or children. Unfortunately, some of the information "on the street" is not accurate and is leading service members to make critical mistakes in making the best use of this wonderful new benefit.

 

Please join us for a fast-paced educational session by one of the country's leading Post 9-11 GI Bill authorities that will cover:

 

  • The "must know" basics of the Post 9-11 GI Bill
  • 3 GI Bill transfer mistakes that can cost you a bundle (and how to avoid them)
  • How the new GI Bill works if you have MGIB, VEAP or Vietnam-era GI Bill benefits
  • Developing your step-by-step action plan to using the Post 9-11GI Bill

 

We have extensive Q & A time built into the presentation, so don't miss the chance to get your Post 9-11 GI Bill questions answered!

 

  

Wednesday, May 16, 10:45 a.m. - 11:45 a.m.

The Four Pillars of Successful Retirement

 

How much can I spend each year from my retirement accounts?  What is the best retirement income source to tap first? How do I structure my investments before retirement? When should I take Social Security?  With the current financial crisis, answering these questions is key for long-term financial success.  This high-impact seminar looks at four key components of building a successful retirement plan, even in difficult financial times.  We will explore the integration of military/federal civilian retired pay, Social Security, the TSP, private sector 401(k)s and IRAs to create a retirement income stream that you can live with.

 

 

Presenter: W. G. “Bud” Schneeweis, CFP®, CSA

Director, Benefits Information and Financial Education
Military Officers Association of America