PRESENTATIONS AND DOCUMENTS

As part of our mission and nonprofit status we provide briefs to active duty military members, veterans, and their families on matters pertaining to financial literacy at no cost or obligation. Our highly trained and certified financial experts discuss topics ranging from the Survivors Benefit Plan, the Thrift Savings Plan, casualty assistance, savings, and estate planning. 

Each year, Navy Mutual’s Education and Veteran Services Department reaches more than 28,000 uniformed personnel, veterans, and their families tailoring presentations to the audience needs and background. We are privileged to be recognized as an approved provider of education and strive to Educate, Impact, and Engage the military and veteran community in financial literacy.

Presentations Topics:

  • Blended Retirement System (BRS) 
  • Estate Planning 101
  • Financial Readiness 
  • Funeral Benefits
  • Life Insurance Basics
  • Retirement Account Options
  • Social Security
  • Survivor Benefit Plan (SBP)
  • Tax Implications for Survivors
  • Thrift Savings Plan (TSP)
  • Veterans Benefits

Supportive Documents:

To schedule a presentation fill out this form, and for any questions about Navy Mutual, the education mission, or veteran services, please call us at 800-628-6011.