Webinars

2024 Round Table Market Discussion

Jackie Toops — Thu, 28 Dec 2023 03:14:52 GMT

How did the market perform in 2023 and what do we anticipate in 2024? Tune in for insights from AAFMAA Wealth Management & Trust’s Investment Management and Financial Planning Teams during our “2024 Round Table Market Discussion.” Discover which factors will influence our decisions when positioning your portfolio and get a sneak peek into our market forecast. Join the conversation on Wednesday, January 31, 2024 at 9 a.m. ET.

2023 Mid-Year Market Update

Jackie Toops — Thu, 13 Jul 2023 15:23:32 GMT

Join AAFMAA Wealth Management & Trust (AWM&T) Chief Investment Officer, Paul Jablansky, for a recap of the ups and downs of financial markets in the first half of 2023 and a look at what's headed our way in the second half. He'll also discuss how AWM&T is positioning clients for financial success in the months to come.

Putting the Keys to a Successful Financial Plan Within Your Grasp

Jackie Toops — Mon, 29 Aug 2022 15:36:24 GMT

Does your current financial plan have what it takes to achieve your goals? A successful financial plan must take into account several critical components, including income, cash flow, retirement, estate planning, and more. Tune in to uncover the keys to setting yourself up for financial success—now and into the future.

How Will My Legacy Assets Be Distributed?

Jackie Toops — Mon, 29 Aug 2022 15:31:38 GMT

You’ve spent years making decisions to ensure the safety and stability of your military family. Many Veterans want to know that, when they pass, their loved ones will still be protected and their wishes will be honored. The thoughtful decisions you make today regarding your asset distribution can provide a secure financial future for your loved ones, and preserve your lasting legacy. Tune in to learn the importance of a proactive, detailed estate plan that can ease your fears today and benefit your family tomorrow.

Understanding Long-Term Care: Costs, Coverage, and Caregivers

Jackie Toops — Mon, 29 Aug 2022 15:29:09 GMT

The best time to start planning long-term care is long before you need it, but where to start? We’ll break down the basics of long-term care including costs, coverage, and care options to help you think ahead and make the best choice for your military family.

How to Start the New Year on the Right Financial Foot

Jackie Toops — Mon, 29 Aug 2022 15:20:08 GMT

With a new year comes the opportunity to reassess your financial goals and establish a vision for your future. Where do you see yourself in ten years? How do you picture retirement? This exclusive webinar combines your personal financial goals with our expert strategies and tools to help you renew, reevaluate, and achieve success in 2022 and beyond.

Transcript

How to Start the New Year on the Right Financial Foot

What You Need to Know About Managing Your Money after the Military

Jackie Toops — Mon, 29 Aug 2022 15:20:03 GMT

Transitioning from military to civilian life can impact almost every part of your finances, so how can you feel confident when making the shift? Join the discussion on the essential money-management tools you need to square away the present and plan for your future.

Shape Your Pathway to a Secure Retirement

Jackie Toops — Mon, 23 May 2022 16:09:46 GMT

As summer begins and schedules open up, you may have more time to consider whether your investments and current investment strategy are working for you. Discover the key components you should keep in mind that can help ensure your future is on solid ground.

5 Simple Steps to Improve Your Military Financial Plan

Jackie Toops — Mon, 23 May 2022 16:08:09 GMT

When's the last time you updated your financial plan? As a Veteran, you may feel you have the knowledge to improve your financial plan, but would rather spend that time on your second career, your family, or your grandchildren. Your retirement is only a blink of an eye; don’t waste it playing with numbers. We value your time and proudly present five steps you can take in an hour to improve your financial plan.