Finance
Tax-Smart Estate Planning
Add expert guidance from MOAA and Anderson Advisors to your estate-planning strategy.
Thank you for visiting the Military Officers Association of America at MOAA.org!
You've reached the registration page of a MOAA event that's already taken place. But don't worry: We have plenty of upcoming webinars, seminars, career fairs, and much more for members and nonmembers alike. Below are a few links to help you get started:
Have questions? We're happy to answer them: Contact our Member Service Center at (800) 234-6622 or email MSC@moaa.org for more information.
Add expert guidance from MOAA and Anderson Advisors to your estate-planning strategy.
Team members get a free T-shirt and can unwind with fellow runners after the race.
Join an award-winning author (and MOAA Life member) and learn how to make every word count.
This workshop focuses on key aspects of a successful military-to-civilian transition for military leaders and for veterans looking for advancement in the civilian careers.
Get an in-depth review of important topics, guidance on comparing prices, and much more.
Join us for our annual Meeting of the Membership.
June 21 Update: The interest in MOAA's estate planning event pushed our webinar platform past its capacity, meaning some who attempted to register were locked out of the presentation.
But don't worry: If you missed the webinar, you can click the above link to access the recording. After registering, you'll receive a link to the recording you can access for up to 30 days.
At the June 21 webinar, MOAA financial and benefits professionals Capt. Paul Frost, USN (Ret), AFC®, and Lila Quintiliani, ChFC®, AFC®, along with special guest Joseph Montanaro, CFP®, Relationship Director at USAA’s Military Advocacy Group, covered important estate planning topics such as:
The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications.
Interested in joining MOAA or upgrading your membership? We’re also happy to extend a special 10% discount off your PREMIUM and LIFE membership today. Simply contact our Member Service Center at (800) 234-6622 and provide the promo code LEGACY to obtain your discount.