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PERSONALFINANCE
FINANCIAL READINESS CHALLENGE
ROADSHOW
PERSONALFINANCE
FINANCIAL READINESS CHALLENGE ROADSHOW
• Bottom Line: Installation leadership involvement
Installation and tenant units’ training schedule Sergeant’s time/wingmen day Opening and closing remarks
Tailor to installation’s specific requests/needs One - three days (installation population/size) Focus on installation demographics and needs
No cost to installations
• Purpose: To augment installation’s existing financial readiness programs and initiatives
• Goal: To enhance and sustain installations supporting Servicemembers (active duty and reserves), family, and retirees with their personal financial readiness
• Elements: Guest speakers One-on-one counseling (Personal Financial Counselor) Financial workshops Children workshops
PERSONALFINANCE
• Local Community, State, Federal, & DoD resources
• Leverage new, existing partnerships
• “Leave-behind teams”
PFC’s for rotational assignments
One-on-one counseling, presentations, etc
• Employment opportunities for spouses pursuing AFC® certification
• Follow-on: On Demand Program
FINANCIAL READINESS CHALLENGE ROADSHOW
PERSONALFINANCE
Sammy the Rabbit
The Savage Truth on Money
Terry Savage
"America's Money
Answers Man"
Jason Goodman
Guest SpeakersKeith Harrell
Brooke Stephens
Albert Mensah
Jacey Eckhart
Rich Dad Poor Dad
Robert Kiyosaki
John Sileo
Think Like a
Spy
Jeff Yalden
Trevor Romain
Kelvin E. Boston Stacey Tisdale
PERSONALFINANCE
Take Five: What I Wish I Had Known About Personal Finance Better Than a Budget: Develop a Spending Plan That Will Keep You On Track The Perils of Plastic: Avoid Drowning in Debt... Charge Wisely! Dream Big - Plan Now! Make Your Ideal Retirement a Reality Pay Yourself First: Why You Should Sign Up for the Thrift Savings Plan Today Have You Fed Your Pig Today? Simple Tips for Saving & Investing Ready for Everything? Insurance Essentials for the Service Member With or Without a
Family The Wheels You Want: Successful Car-Buying Strategies Home, Sweet Home: Strategies for Home-Buying and Protecting Against Foreclosure You’ve Earned It! Making the Most of Your Military Benefits Before You Take Off: Financial Planning for Deployment Don’t Lose It! How to Protect Yourself Against Identity Theft
Workshop Examples
PERSONALFINANCE
• Communication:
Installation to regional PFM then to Service PFM
Service PFM coordinate with OUSD, MC&FP, Personal Finance office
Contact OUSD, MC&FP, Personal Finance office with any concerns that are not addressed in the Financial Readiness Challenge Roadshow Guideline or the Service PFMs
OUSD MC&FP, Personal Finance POC- Frank A. Emery [email protected]; (703) 908-6373
FINANCIAL READINESS CHALLENGE ROADSHOW
