Military and Reserves
Presentation Kit

Please Note: By using the resources provided here, you agree to:

• All terms outlined in the user guide.

• Communicate with NCACPA regarding the demographics of your presentation, including the organization, number of attendees, and subject matter. Help us track the success of this program by sending this information to Lorrie Leonhardt at lleonhardt@ncacpa.org.

Additional resources are often available. For more information or if you have any questions, please contact Lorrie Leonhardt at lleonhardt@ncacpa.org.

Presentation Outline

A. Achieving Your Financial Goals

• Creating a Budget
• Credit Cards - What you Don't Know Can Hurt You
• Saving and Investing—10 Simple Strategies
• Investing in Your Future

B. Protecting Yourself and Your Family With Insurance

• Life Insurance
• Health Insurance
• Long-Term Disability Insurance

C. Issues for Reservists

• Insurance for Reservists
• Managing Your Finances While Serving Your Country

D. Fighting for Your Country: A Guide to Living Overseas

E. Getting Tax Smart

• Maximizing Your Military Tax Benefits

F. A Guide to Your Retirement Benefits

PowerPoint Presentation

Military Statistics

Resources
 

Additional information: What is Financial Literacy? How to Get Started FAQs Financial Literacy Presentation Kits

Free Financial Literacy CPE Course Financial Literacy Volunteer Form Additional AICPA Resources Upcoming Events

For more information, contact lleonhardt@ncacpa.org.