USAA LIFE INSURANCE COMPANY | USAA LIFE INSURANCE COMPANY OF NEW YORK

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Financial Planning in the Military

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USAA annuities are available to the general public through select financial institutions. USAA Membership is not required.

Details

We look forward to seeing you at the USAA Home Office to take your military training to the next level and learn about military retirement and benefits to help serve your clients.

Date

Time

Location

Monday, October 21, 2024

12:00 pm to 4:00 pm

USAA Home Office
San Antonio, TX

Agenda

USAA Home Office Tour

Don’t worry, we won’t do a full tour of USAA Headquarters, but we will do a brief tour to show you the unique history of USAA.

Military 102

Dive deeper into Military retirement and benefits with Military 102 lead by Military Affairs.

Round Table Case Studies

Dr. Robert Steen, Ph.D, MBA, CFP will discuss situations you may encounter with your military clients and how you can be prepared.

No bank guarantee • Not a deposit • May lose value • Not FDIC/NCUA insured • Not insurance by any federal government agency