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Tailoring Financial Services to the Military & Veterans

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New England Association Services

2400 Post Road

Warwick, RI 02886

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Over 24 million current and former U.S. military personnel have served the nation proudly and need sound, unbiased financial planning to maximize their financial independence. This presentation will explain how financial professionals can tailor their services to the unique financial circumstances of military families at all stages of their lives: in the service, while deployed, as they transition, and in retirement. We will discuss the distinctive aspects of military pay, government allowances, government insurance, VA benefits, and retirement pay; and how these and other factors should be incorporated as part of a comprehensive financial plan. At the end of the session, you will be better empowered to serve those who have served.

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Date and Time

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New England Association Services

2400 Post Road

Warwick, RI 02886

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