PERSONAL FINANCE FINANCIAL READINESS CHALLENGE ROADSHOW.

Slides:

Advertisements

Similar presentations

Investor Education in Your Workplace®

Advertisements

Managing Money. Copyright © Houghton Mifflin Company. All rights reserved.Managing money - 2 Managing Money: The Source of Money Problems Most money problems.

Take Charge and Reach Your Goals (215) Money & Life Presenter:

SCORE Helps Small Business Succeed Stephen Cohen, Chair Pittsburgh SCORE Chapter October 29, 2009.

PERSONAL FINANCIAL MANAGEMENT

Counseling Program Office of the Deputy Under Secretary of Defense (Military Community and Family Policy)

Financial Planning Tips for a Lifetime Advice from CPAs.

USAREC Annual Leaders Conference

Saving and Investing Unit 1 Lesson 5.

By Dominique Rabine-Bucknor. The Army Career and Alumni Program (ACAP) have counselors available to address the many questions available to transitioning.

Life Cycle of Financial Planning

We are a national alliance of agents working together to provide mortgage, final expense and retirement protection to our clients.

The Financial Plan Chapter 2. Definitions You Need to Know Personal financial plan: specifying financial goals and describing in detail the spending,

Information for Individual Savers About the Hispanic America Saves Campaign.

Life Cycle of Financial Planning

Money Smart Week your library A partnership between the Federal Reserve Bank of Chicago and the American Library Association Michael Dowling, Director.

Part Chapter © 2009 The McGraw-Hill Companies, Inc. All rights reserved. 1 McGraw-Hill Personal Finance 1 Chapter 14.

Georgia Saves An Introduction What is GeorgiaSaves?

Military Saves 29 June 2009 Coordinating Committee and Partners Meetings.

The Financial Fitness Challenge.

Financial Education and Financial Coaching Moving families ahead sustainably over time What we know about making it effective. Quilting it with other RuFES.

Mission Statement To provide information and education, and encourage the application of research-based knowledge in response to local, state, and national.

Financial Services Serving Active Duty Guard, Reserve and Their Families Military OneSource.

Community Empower Presented to: The National Guard.

1 © 2012 The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Chapter Ten Making Financial Decisions.

Financial Issues in Divorce © WIFE.org, All Rights Reserved.

The Military & Family Life Consultant Program (MFLC)

Airman & Family Readiness Center. Mission Statement Improving the quality of life for military members and their families by providing resources and services.

Financial Management Jonathan Banks. 1. Get Paid What You're Worth and Spend Less Than You Earn 1. Get Paid What You're Worth and Spend Less Than You.

Special Needs Services Serving Active Duty Guard, Reserve and Their Families Military OneSource.

UNCLASSIFIED Our mission is to provide sustainable installation support and services for Soldiers, Families, and the military community that meets current.

The Basics of Taxes Advanced Level.

2.2.2.G1 The Basics of Taxes Advanced Level G1 Our Tax System GOALS Explain the purpose of taxes and describe the different types of taxes. Describe.

Application to investor readiness workshop “Get Ready!“ November 13, Tallinn C ompany name One Sentence Elevator Pitch Please send to:

Brighton and Hove Advice Services Transition Fund partnership project Brighton and Hove Strategic Partnership 1 st October 2013 Vicky Watson, Chair Brighton.

Personal Financial Counselor (PFC) Overview Department of Defense Military Family Readiness Readiness.

Financial Literacy: Knowing What You Need To Know To Achieve Your Financial Goals.

Personal Finance BF05 This course prepares students to understand economic activities and challenges of individuals and families,

The “More” in More than Education and Counseling.

10/23/2015 CSU SAN MARCOS New Benefit Program Financial Education and Counseling.

What is something that you would like to save money for?

California Health Incentives Improvement Project Resources for Youth Transitioning to Employment and Independent Living Presenters: John Kerr and Rachel.

Your Cash. Discussion Topics Understanding how to manage you money wisely can mean the difference between success and personal stress. Overview Earning.

Insert Title Here Insert Sub title Here YELLOW RIBBON REINTEGRATION PROGRAM 101 [Name, Title] [Date] Adapted from USAR 416 th TSC and DoD YRRP Brief; Last.

Personnel and Readiness Office of Family Policy Barbara Thompson Director, Office of Family Policy/Children &Youth December 6, 2006.

Part 1 Intro: Working and Earning Goal: Describe the factors that influence an individual’s income. Brainstorm…… individual skills and abilities, work.

 Who We Are  What We Do  What We’ve Done  What you Need to Know  2013 Military Saves Week Theme  How to Make the Campaign Successful and Desired.

BUDGETING FOR MAJOR EXPENSES Adapted in partnership with ©2015 Educurious Partners--All rights reserved UNIT 3 LESSON 2 1.

The Community Financial Center of Prince George’s Community College March 11, 2010 Betty Habershon, Director October 26, 2015 Asset Building In Prince.

“The entire essence of America is the hope to first make money—then make money with money—then make lots of money with lots of money.” Paul Erdman.

Joint Mobilization & Deployment Support: Total Force Readiness Deployment Process Collaboration/Focus: Reintegration Meeting October 27, 2003 Walter Reed.

1.3.4.G1 © Take Charge Today – February 2006– Planet Paycheck – Slide 1 Funded by a grant from Take Charge America, Inc. to the Norton School of Family.

Consumer Awareness Module Six. Five Things Protecting Your Identity Avoiding Predatory Lenders Managing Credit Saving Strategies Insurance Planning.

Decisions and Goals in Personal Finance Chapter 1 Section 1 Personal Financial Planning.

MILPERSMAN and PS1 (SW/AW) FILES

LaBorde Financial Consultants cial.com A Comprehensive Plan to Eliminate Debt and Build Wealth Strategic Cash Management.

Consumer Awareness Module Six. Five Things Protecting Your Identity Avoiding Predatory Lenders Managing Credit Saving Strategies Planning Insurance.

New Directions Surviving a Layoff or Job Change. Where Are You Now? What happened? How are the finances? What resources are available? Who must be contacted?

State of the Military Family May 16, 2009 Pamela Cunningham.

Military Community and Family Policy

Develop America's Airmen Today... for Tomorrow 1 Combat Heritage…Combat Power! Fly – Fight – Win in Air, Space, and Cyberspace Airman and Family Readiness.

Making a Financial Plan and Finding an Advisor Investment and Finance 12 Mr. Andrecyk.

Financial Services. 2 Financial Services - Guidelines for Military OneSource financial services All financial services are conducted by one of the following:

College Financial Literacy and Financial Aid: The Perfect Partnership Mark Mielke Financial Aid Advisor Money Wise Aggie Coordinator Texas A&M University.

Pre-deployment Training | 1 Planning for Family Separation for Army Soldiers and their Spouses/Family Members Pre-Deployment Training Revised 2008.

Long Term Care at the Worksite Hosted by: GuideStone Financial Resources.

Good Morning, 8 th Graders! Today’s Agenda: - Intro to Credit / Credit Notes / Funny Money Video - Credit Scores - BrainPop Video/Quiz - Computer Time.

Money Smart Week April 22-29, 2017

Personal Finance BF05 This course prepares students to understand economic activities and challenges of individuals and families,

Presentation transcript:

PERSONAL FINANCE FINANCIAL READINESS CHALLENGE ROADSHOW

PERSONAL FINANCE FINANCIAL READINESS CHALLENGE ROADSHOW Bottom Line:  Installation leadership involvement Installation and tenant units’ training schedule Sergeant’s time/wingmen day Opening and closing remarks  Tailor to installation’s specific requests/needs One - three days (installation population/size) Focus on installation demographics and needs  No cost to installations Purpose: To augment installation’s existing financial readiness programs and initiatives Goal: To enhance and sustain installations supporting Servicemembers (active duty and reserves), family, and retirees with their personal financial readiness Elements:  Guest speakers  One-on-one counseling (Personal Financial Counselor)  Financial workshops  Children workshops

PERSONAL FINANCE Local Community, State, Federal, & DoD resources Leverage new, existing partnerships “Leave-behind teams”  PFC’s for rotational assignments  One-on-one counseling, presentations, etc Employment opportunities for spouses pursuing AFC® certification Follow-on: On Demand Program FINANCIAL READINESS CHALLENGE ROADSHOW

PERSONAL FINANCE Sammy the Rabbit The Savage Truth on Money Terry Savage "America's Money Answers Man" Jason Goodman Guest Speakers Keith Harrell Brooke Stephens Albert Mensah Jacey Eckhart Rich Dad Poor Dad Robert Kiyosaki John Sileo Think Like a Spy Jeff Yalden Trevor Romain Kelvin E. Boston Stacey Tisdale

PERSONAL FINANCE Take Five: What I Wish I Had Known About Personal Finance Better Than a Budget: Develop a Spending Plan That Will Keep You On Track The Perils of Plastic: Avoid Drowning in Debt... Charge Wisely! Dream Big - Plan Now! Make Your Ideal Retirement a Reality Pay Yourself First: Why You Should Sign Up for the Thrift Savings Plan Today Have You Fed Your Pig Today? Simple Tips for Saving & Investing Ready for Everything? Insurance Essentials for the Service Member With or Without a Family The Wheels You Want: Successful Car-Buying Strategies Home, Sweet Home: Strategies for Home-Buying and Protecting Against Foreclosure You’ve Earned It! Making the Most of Your Military Benefits Before You Take Off: Financial Planning for Deployment Don’t Lose It! How to Protect Yourself Against Identity Theft Workshop Examples

PERSONAL FINANCE Communication:  Installation to regional PFM then to Service PFM  Service PFM coordinate with OUSD, MC&FP, Personal Finance office  Contact OUSD, MC&FP, Personal Finance office with any concerns that are not addressed in the Financial Readiness Challenge Roadshow Guideline or the Service PFMs  OUSD MC&FP, Personal Finance POC- Frank A. Emery (703) FINANCIAL READINESS CHALLENGE ROADSHOW