Curt Sheldon was recently invited to conduct a two-hour class on Financial Planning for Military Senior Leaders. Curt participated in the AF Space Command sponsored Executive Transisiton Assistance Program (ETAP) at Peterson AFB. He provided instruction on topics such as the Survivor's Benefit Plan (SBP), Taxation for Retired Military Members, College Planning, Civilian Retirement Plans and Estate Planning basics.
Curt emphasized the differences between a Military Professional's Financial Planning scenario and their civilian counterparts.
Curt is available for "no sales" Financial Planning educational seminars. To request a seminar please use our Contact Us page.