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Center for Applied Finance

Military Family Finance Symposium

Navigating Finances through the Transition Window

If you're within 12 months of separating from active duty, the financial pressure you're feeling is structural, built into forced relocation, single-income reliance, complex benefits and a transition that can cut your paycheck overnight. The Military Family Finance Symposium goes beyond basic counseling to walk your household through the full transition window. Financial planners, VA-benefits attorneys, veteran recruiters, and more will share insights on bridging the income gap and capturing the benefits you've earned, to building a portable career and protecting your finances from the risks veterans face most. Built for transitioning service members and their spouses alike.

Event Details

Military Family Finance Symposium

  • Fall 2027
  • Symposium: 1:00 - 4:30 pm
  • Reception: 4:30 - 6:00 pm
  • Location: University of San Diego

Sessions

Speakers and Panelists

To be announced.

Symposium Tickets

Register to attend and purchase your ticket for the Military Family Finance Symposium. Seats are limited.

Company Sponsorships

Sponsoring the Military Family Finance Symposium connects your firm to leaders and practitioners who specialize in legal and financial services for veterans. As a founding sponsor, your support helps close a crucial information gap for transitioning service members and affirms your company’s standing in the military and veteran support ecosystem.

  • Named founding partner on event materials — print, digital, and Center for Applied Finance website
  • Welcome from the stage in the opening block
  • First right of refusal for Title sponsorship next year
  • Silver and Gold Benefits