This week I'm speaking at Military Money Conference near Raleigh, NC. It's the biggest gathering of the military and money community ever. If you've ever thought about a career in the personal finance field, this conference is for you.  Attendees can expect inspiration and actionable advice and connecting within the personal finance community. Here's all the information  https://milmoneycon.com/register/ 

Today I'll talk about some of the different career options related to personal finance. First, personal financial planning and Certified Financial Planner (CFP) designation. https://www.cfp.net/why-cfp-certification/why-get-certified CFP’s meet with clients to explore what’s important to them and create holistic financial plans to meet their unique financial dreams and challenges. CFPs provide advice in a wide range of specialties, like budgeting, planning for transitions, paying for college and retirement, managing risk, taxes, investing, and what ifs like disability or premature death. If you enjoy helping people in a very comprehensive way, this path may be for you. Learn more at The Military Financial Advisors Association (MFAA) which is a nonprofit of independent financial planning experts that specialize in military and veteran families. And we're on a mission to help service members, spouses, and veterans get started in the profession. Check out and the Military to Financial Planner podcast

Learn more at the Financial Planning Association (FPA). If you’d like real taste sign up for the FPA Externship https://fpaexternship.org which this year June - July. You get to peek behind the curtain and see over 25 firms and experts at work, and do the work yourself. No experience necessary and all are welcome. It’s totally virtual and if you miss a session live, it’s recorded. If you are interested in helping people in their financial lives but don’t know what that even looks like this will be the best $250 you’ve ever spent.

 If you like educating and counseling check out the Association for Financial Counseling & Planning Education® (AFCPE®) It believes in empowering all people to achieve lasting financial well-being through the highest standards of financial counseling, coaching, and education. Their Accredited Financial Counselor (AFC) designation delves into financial issues relevant for lower and middle-class Americans, like managing credit cards and debt, budgeting, and managing cash flows. For  military spouses, this can be a great way to enter the personal finance field,  find volunteer and PAID opportunities. AFCPE also offers special pricing for military spouses.

Like people, but love numbers and rules? You might excel as a tax preparer and become an Enrolled Agent (EA). An enrolled agent is a person who can represent taxpayers before the IRS after passing a test covering individual and business tax returns. You could start your own tax return preparation service or work for another preparer. There's volunteer work like the IRS Volunteer Income Tax Assistant (VITA) Program provides free income tax preparation for servicemembers and lower income Americans. There's paid work with commercial tax preparation companies like H&R Block which also provide entry level training, often for free.

 If you have questions and would like to know more, don’t hesitate to reach out. This field is really breaking open opportunities for new faces in different places. Come join the party.