Personal Finance Management UNIT BRIEFS & WORKSHOPS

Personal Finance Management UNIT BRIEFS & WORKSHOPS

All briefs are open to Active Duty, Retired, Reserve Force Members, Spouses, Family Members, APF & NAF Civilian

Personnel and their families. The Personal Financial Management instructor will provide all training material.

To register for a workshop, or to have a PFM instructor come to your unit or work site, call 910-451-3219.

PERSONAL READINESS SEMINAR

Topics include: ? Military Pay & Benefits ? Developing a Spending Plan (Budgeting) ? Developing Financial Goals

? Savings & TSP ? Credit & Debt Management

? Consumer Awareness ? Car Buying Tips & Traps

PRE-SEPARATION & PRE-RETIREMENT FINANCIAL CONCERNS

Topics include: ? Determine Individual & Family Life Insurance Needs

? Explore Different Types of Life Insurance ? Determine Individual & Family Health Insurance Needs ? Explore Different Types of Health Insurance Programs

? Determine the Need for Disability Insurance ? Explore Types of Disability Insurance

? Determine Future Financial Needs in Final Retirement ? Explore Various Methods to Reach Your Financial Goals Before Final Retirement

INVESTMENT BASICS WORKSHOP

Topics include: ? Establish Realistic Savings and Investment Goals ? Explore Investment Earnings & Terminology ? Interpret Company Statements & Stock Market Reports

FINANCIAL MANAGEMENT SERVICES

? 60-180 minutes. Financial awareness and education briefs cover such topics as Using Credit Wisely, How to Manage Debt, Common Financial Pitfalls of Military Families, Car Buying, Creating a Workable Budget, and Understanding Your Debt to Income Ratio. Information is available on Consumer Issues/Consumer Rights, Pre-Separation or Pre-Retirement Financial Planning, and Basic Investing. Short-term credit counseling available by appointment.

PERSONAL FINANCIAL COUNSELING

Individual financial counseling is available by appointment only. A unit or individual can call one of the PFM Specialists directly to set up an appointment. Camp Lejeune: 910-451-3219 or New River: 910-449-4979

finance

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