MOAA Webinar: Strategic Money Matters

MOAA Webinar: Strategic Money Matters
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Online Event

While most base-level financial programs focus on tactical issues (family budgets, credit ratings, loans/debts, savings, and cash flow, for example), this class focuses on strategic money management: Wealth creation, investments, investment concepts, and strategies.

 

Based on our experience and feedback, audiences asked for more education in these areas. This class, hosted by  will help participants understand:

  • The Thrift Saving Plan (TSP). What it is. How it works. Why participate. What the investment options are, what they mean, and how to use each one.
  • How to build wealth. Types of accounts. Tax issues. Setting target amounts for retirement. Planning for retirement.
  •  Investment risks. What are the risks, and how do investors manage risks to build wealth.
  • The difference between ownership and savings in building wealth.
  • How humans are not hardwired to manage money because we are driven by our emotions ... and how we can fight these tendencies.
  • How we are taught the wrong investment mindset by the financial media and financial service industries. We break down the myths to provide understandable, proven, and useable knowledge.

 

Your instructor, Lt. Col. Shane Ostrom, USAF (Ret), worked in the investment business and, as a Certified Financial Planner, provides honest, unbiased, information without sales pitches or catches. MOAA is not a financial service firm; we have no products and no clients. We provide unbiased, trustworthy financial and consumer education from certified financial instructors experienced in the financial industry.

 

Can’t make it? No problem. Register now for the webinar and we’ll send you a link to the recording. 

MOAA’s Virtual Career and Transition Toolkit

This event is one of several being presented by MOAA over the coming weeks as MOAA members and others in the military community seek career and financial guidance through uncharted terrain. Some of the events are listed below; click the links to learn more or to register, and click here to get more details about the series.

Event Speaker