Operation Financial Freedom: Planning Tips for Veteran Clients

Financial planning for veterans can be quite different from planning for your other clients. U.S. military veterans have earned various federal and state benefits depending on their discharge status. Understanding it all can be complicated. Additionally, veterans are often targeted by scams and predatory financial practices, making fiduciary fee-only advice critical for their well-being.

Learning Objectives:

• Evaluate Veteran Benefits: what's available (based on discharge status), including resources
• Evaluate Investment Planning: Thrift Savings Plan (TSP) pros and cons, rolling it over
• Prepare you to serve veterans with integrity, empathy, and pride