Events & Recordings
Missed a live session? No problem—watch recorded workshops designed to help military and federal families make confident decisions about benefits, retirement, and legacy planning.
Life and Legacy (Wills and Trusts)
Watch Ron Friddle, Certified Financial Wellness Professional and 23-year Navy Veteran, host an exclusive session designed to simplify estate and legacy planning.
In this educational event, you’ll learn why most families need more than just a will, how to avoid court delays and unnecessary costs, and simple steps to protect your privacy and loved ones. Ron also covers essential estate planning and financial confidence checklists, the importance of keeping beneficiary forms updated, and how to retire from federal or military service with confidence.
- How wills and trusts differ—and when each matters
- Ways to reduce probate delays and unnecessary expenses
- Beneficiary update checklist (TSP, SGLI/VGLI, pensions, accounts)
- Simple privacy and protection steps for your family