MOAA Webinar: Building Your Financial Foundation

MOAA Webinar: Building Your Financial  Foundation
| -
Online Event
Register Now
Add to Calendar 03/20/2024 02:00 PM 03/20/2024 03:00 PM EDT MOAA Webinar: Building Your Financial Foundation

MOAA Webinar: Financial Foundation

Can’t make the webinar? No problem. Register now and we’ll send you a link to the recording.
 
How can you make sure you're on the road to financial well-being?
 
Whether you are just starting out, just leaving service, or have been in the civilian workforce for years, you need a strong financial foundation before you can begin to build wealth. That means developing good saving (and spending) habits, and selecting financial products and investments designed to minimize taxes and, ultimately, generate your desired retirement income.


You'll need to do all that while saving for your child's education ... or buying a house ... or creating an estate plan ... or overcoming any number of other financial challenges.
 
Need help navigating those priorities? Join Lila Quintiliani, ChFC®, AFC®, MOAA’s program director of financial and benefits education/counseling, along with special guest (and Life Member of MOAA) Joseph Montanaro, CFP®, relationship director at USAA’s Military Advocacy Group, to learn how building wealth depends more on your financial preparation and groundwork than on luck and speculative investments.
 
Our discussion will include:

  • Saving the “right” way in the “right” investment vehicles and accounts.
  • Matching your retirement needs with the right investments.
  • Setting realistic and effective financial goals.
  • Retirement income planning essentials.

 
Don't wait any longer to set yourself up for success. Register today and start on the right path to your financial future. 

 

MOAA offers a range of resources for servicemembers seeking to take the next step in their professional life. Find articles, downloads, and other materials that can assist you in your transition, including details about upcoming transition and career events and webinars. Some are available only to MOAA Premium and Life members; learn more about joining MOAA, or upgrade today.

Event Speakers