Event Content

Don’t be That Person! Financial Mistakes and Missed Opportunities

Date: Jul 10, 2019

Time: 2:00 pm - 3:00 pm

Venue

  • Online Event
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What if you had a crystal ball that let you see your financial mistakes before they happened? In a way, you do.

We can learn from mistakes committed by others. And on July 10, MOAA's financial experts will discuss some of the most common miscues ... and how you can avoid them.

Join us for "Don’t be That Person! Financial Mistakes and Missed Opportunities," a MOAA panel discussion moderated by MOAA staffers Capt. Paul Frost, AFC®, USN (Ret), and Lt. Col. Shane Ostrom, CFP®, USAF (Ret).

Also on hand: Col. Curt Sheldon, CFP®, IRS Enrolled Agent, and MOAA Life member. He'll share stories of financial missteps from his practice (names changed to protect the guilty) as we discuss the issues and add other insightful stories from MOAA calls and emails. Register today!


  

Speakers

Capt. Paul Frost, USN (Ret), AFC®

Capt. Paul Frost, USN (Ret), AFC®

Program Director, Financial and Benefits Education / Counseling / Veteran Services

Lt. Col. Shane Ostrom, USAF (Ret), CFP®

Lt. Col. Shane Ostrom, USAF (Ret), CFP®

Program Director, Finance and Benefits Information