Personal Finance Management UNIT BRIEFS & WORKSHOPS · Personal Finance Management UNIT BRIEFS...

C A R E E R A S S I S T A N C E

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 COUNSELINGIndividual 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

mccslejeune-newriver.com/finance

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 Finance Management UNIT BRIEFS & WORKSHOPSPersonal Finance Management UNIT BRIEFS & WORKSHOPS