Developed in conjunction with

CL Sheldon Travels to AF Space Command

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.





Receive a copy of our latest whitepaper on corporate retirement plans written especially for military members. Just fill in this form today!

Read Our Blog


Understanding TSP RMDs
      You can't leave your money in TSP forever.  Find out what happens if you don't take it out...


Read More

Access Your Accounts


Sign-up for Newsletter