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FFFP: Military and Financial Planning
February 5, 2021 @ 10:00 am - 12:00 pm
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