Your Personal Financial Management Specialist at Personal & Professional Development is here to help you and your family members (active duty, retired, DoD and NAF Civilian Personnel) learn more about basic financial management skills and to help you improve your level of Financial Fitness through personalized budgeting, goal setting, savings, investing, use of credit and debt, planning for major purchases, preparing for major financial challenges, risk coverage, tax planning, and retirement planning.

FINANCIAL BROWN BAG LUNCH SEMINARS
Registration is required. Your registration allows us to prepare handouts and buy food for the proper number of attendees. Seminars are open to the first 50 individuals who call and register after seeing the month’s Seminar announced in the Depot News Bulletin.

Each month’s Seminar will be announced 7-14 day before the scheduled date. Seminars are Free and open to active, reserve, retired, civil service, NAF, and contract personnel and their family members. A Free light lunch with water or juice will be served buffet style, but attendees are welcome to bring their own lunch.


TOPICS COVERED DURING FINANCIAL SEMINARS

  • Budgeting
  • Goal Setting
  • Kid’s Money
  • Savings and Investing
  • Retirement Planning
  • Use of Credit & Debt
  • Pay & Allowances
  • Financial Planning
  • Transitional Financial Challenges
  • Consumer Services, Rights & Protection
  • Risk Coverage [ Insurance ]
  • Income Tax Planning
  • Major Purchase Planning [ Home/Car ]

REGISTRATION AND INDIVIDUAL APPOINTMENTS
Mike McIsaac
Program Manager
P: (619) 524-1204
F: (619) 524-8374
michael.mcisaac@usmc.mil
Building 14 – Room 112

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Personal Financial Management
4025 Tripoli Avenue
Building 14 – Room 112

Mike McIsaac
Program Manager
P: (619) 524-1204
F: (619) 524-8374
michael.mcisaac@usmc.mil

Hours
Monday – Friday
0730 – 1600

Customer Comments

Financial Planning Worksheet for TRS