While MOAA has assembled a catalog of resources on all manner of money-related topics, not everyone knows what to read, or even where to start, when it comes to financial challenges.
Maybe it’s a question of retirement allocation. Maybe it’s a way to make sure your financial matters are in place for your loved ones. Maybe it’s a better understanding of a complicated service-connected benefit.
Whatever the topic, consider an archived MOAA webinar as a way to get up to speed quickly, without web searches or the need to comb through less-reliable sources.
Webinars can be "the perfect first step in your financial research," said Lila Quintiliani, AFC®, ChFC®, MOAA’s program director for Financial and Benefits Education. "They allow you to better understand complicated topics before discussing them with your family or financial adviser, and they often shine light on new legislation involving these topics, or on available programs or investments you may not otherwise have considered."
Premium and Life members have full access to MOAA’s webinar archive, while some materials are available to all MOAA.org visitors. Some highlights:
- SECURE 2.0: A breakdown of new federal rules affecting your retirement planning, which passed as part of year-ending omnibus legislation in 2022.
- PLAN FOR THE FUTURE: A series of webinars tackling estate planning, from the basics to a focus on legal matters. And all MOAA members can access a webinar outlining Everplans, a digital vault designed to help you organize, store, and share vital information. Members receive exclusive Everplans discounts, which vary by membership level.
- BENEFIT BASICS: All MOAA.org visitors can watch our yearly webinar on the latest VA benefits news, as well as details on concurrent receipt programs, including a primer on Concurrent Retirement and Disability Pay (CRDP) and Combat-Related Special Compensation (CRSC).
- STAYING SAFE: Protect what you’ve earned by learning to recognize and avoid online financial fraud.
New webinars are added regularly to the archive shortly after they are presented. Keep track of upcoming online events, and register to attend and ask questions, by bookmarking the MOAA Event page.
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