Service Member Vets - Financial Education Series

Did you know everyone has an estate plan—whether they create one or leave the decisions to state law?

Join Ron Friddle, Financial Advocate and SOFA Member, for educational conversations about commonly overlooked estate-planning topics. Explore why many government employees do not have a completed plan, whether a last will and testament is enough, the potential benefits of a living trust, and steps you can take to help protect your wishes, belongings, and loved ones.

Have questions about your personal situation?
Schedule a complimentary conversation: https://brand.terrainsulation.com/widget/bookings/sofaestateplanningwebinarconsultation

Have feedback or a topic you would like us to cover?
Share it with us here: https://links.sbocmo.com/widget/survey/R55peDCmHIO68ckElB61

Caring for aging parents comes with emotional, financial, and practical challenges, and the decisions you make now can have lasting impacts. Catch this recently recorded-live educational webinar designed to help you navigate this stage with clarity and confidence.

What You’ll Learn:

- How to balance independence, safety, and quality of care
- Key signs to identify changing health and support needs
- The emotional and financial impact of caregiving—and how to prepare
- Long-term care options in 2026 and what they really mean for your family
- Smart tax and estate planning strategies to help protect what matters most

Take the guesswork out of planning. 

Interested in a meeting? Schedule Here

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Want to watch the video? Check it out HERE.

Ron Friddle launches a new podcast series dedicated to serving veterans and active-duty military personnel. Drawing on Ron’s 20-year military career and more than two decades in financial advocacy, this show explores VA benefits, healthcare, financial support, education, and training opportunities available to those who serve.

Ron will break down important topics such as VA burial benefits, home-buying options, and financial literacy, while also sharing insights from his work with the Society for Financial Awareness, where he provides access to 37 educational courses. His mission is clear: help veterans navigate financial challenges and stay informed about the resources available to them.

https://attendee.gotowebinar.com/register/23911532414413399?source=SBO

http://www.servicemembervets.com/