FFFP: Military and Financial Planning

Join us for an online seminar on financial planning for active-duty, reservists, veterans, and military retirees.

Our panel of speakers will cover the following topics:

• Financial Planning for Active Duty, Reservists, Veterans, and Military Retirees
  An overview of benefits and decisions regarding:
  • Survivor Benefits Plan (SBP)
  • VA Disability Determination
  • Life Insurance to replace SGLI
  • Medical Insurance, including TriCare for Life
  • Dental Insurance
  • New FEDVIP
  • Social Security Retirement Age Decision
  • Medicare
• Life Insurance, Annuities and Calculating a Post-Retirement Budget
• The Intersection of Military and Federal Benefits
• Military Survivor Benefit Plans and Special Needs Trusts
• Survivor Benefit Plan to provide portion of your retired pay
• Why setting up a Special Needs Trust is essential for SBP beneficiaries with disabilities

Our Panel of Presenters:

Young Park
Relationship Manager – Team Lead
AAFMAA Wealth Management & Trust

Jenny Campbell
Member Benefits – Team Lead
AAFMAA Wealth Management & Trust

Ron Shilling, USN (Ret)
Norfolk Regional Manager and Educator
Navy Mutual Aid Association

Tia Marsili
Director of Trusts
The Arc of Northern Virginia

Register for the webinar here