1. PERSONAL FINANCE FINANCIAL READINESS CHALLENGE ROADSHOW

2. 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

3. 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

4. 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

5. 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

6. 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 frank.emery@moscenter.us; (703) 908-6373 frank.emery@moscenter.us FINANCIAL READINESS CHALLENGE ROADSHOW