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Luke Chapter MOAA
Luke Chapter MOAA
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New and Improved Luke Chapter Website

2018-02-11
On March 1, 2018 the Luke Chapter MOAA launched a new and improved website.  The new site has...
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Luke Chapter MOAA
 
Personal Affairs

An Estate Planning workshop was held just prior to the March 8th members meeting, 1600 at Pebble Creek.  Special thanks to Chapter President, Mike Kramer, for providing an excellent presentation.  If you missed it, but would like the PowerPoint slides, please email Bob Nelson.

Luke Chapter MOAA offers a wide array of services for Personal Affairs in these five broad categories:
*Personal Finance
*Military Benefits
*Survivor Issues
*Spouse & Family
*Transitioning/Second Careers

The MOAA website (moaa.org) also has many informative and useful publications in each category.  If you haven’t seen them lately, now would be a good time to check them out.

In the Personal Finance arena, many members want to know why MOAA's Financial Planning service is different from other financial firms. Two important facts to consider:
1) MOAA doesn’t sell financial products, and
2) does not develop personalized financial plans. (Stated on the MOAA website).

MOAA’s financial counselors are CERTIFIED FINANCIAL PLANNER™ professionals.  They function as educators and counselors instead of being practicing advisers. You get a financial planner in your hip pocket for the cost of MOAA Premium or Life membership. It's about you getting the specific advice you need. They are unbiased and serve for your benefit, providing an “insiders” insight you can't find anywhere else. They are your trusted source of information for financial products, services, news, and consumer assistance.

Here are some of the things you can expect when working with your MOAA CFP:
• Review your financial situation.
• Suggest alternative options.
• Offer a place to share your ideas and get honest feedback.
• Your source of knowledge on products, investments, portfolio management, planning issues.
• Help you become a savvier consumer.

Luke Chapter MOAA
Luke Chapter MOAA
Luke Chapter MOAA
Luke Chapter MOAA

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