The Team Redstone Financial Symposium on March 7 will provide a full day of in-person sessions on financial planning, estate planning and behavioral finance.
The symposium is March 7 from 9 a.m. to 3 p.m. at The Overlook,150 Golf Course Road, with registration and refreshments at 8:30 a.m.
“Now, more than ever, each one of us must plan our own retirement, not just money-wise, but health-wise,” Olivia Pierce, the Financial Readiness Program manager at Army Community Service, said. “Hence, the sub-title: Investing in Health, Wealth and Happiness.
“So often we have an expectation that others should be doing this for us: employer, spouse, children,” she said. “Our employers should guide our retirement and our spouse and children should guide our happiness. Ultimately, however, the onus is on us to map out and plan the lives we want to live, now and in the future.’’
A free lunch and an Army Emergency Relief campaign kickoff will be at 11:30 a.m. An expert panel Q&A will be at the end of the event. Certificates of completion will be offered for Certified Licensing Professional submission.
The sessions include:
Mapping Out Your Happiness for Today and Tomorrow (9 a.m.)
Carolyn White, the Redstone Arsenal Army employee assistance and suicide prevention program coordinator, will help participants understand what is important to them and how to enjoy life’s journey.
White is a certified employee assistance professional and a licensed clinical social worker in California and Virginia. As an Army EAP, she provides short-term counseling, resources, and training for federal employees, federal and military retirees, and their family members. She also provides consultation and training to supervisors on effective strategies for supporting employees. Previously, she was a mental health therapist for the Army and the Department of Veterans Affairs.
Preparing for a F.A.B Retirement: The New Retirementality (10 a.m.)
Pierce will provide the Financial, Affective and Behavioral skills to prepare for retirement. Following the book, “The New Retirementality,” she will challenge participants’ personal IRA (Individual Retirement Attitude) and assess whether it is consistent with their retirement values and goals, facilitating a truer sense of direction.
Pierce worked in private practice five years, the Department of the Air Force for nine years and the Department of Corrections three years, providing psychotherapy to diverse populations. She is a licensed professional counselor, certified clinical mental health counselor and accredited financial counselor.
Meal Planning with a Thrifty Twist (12:30 p.m.)
Heather Hough, the dietitian at Fox Army Health Center, will explore cost savings when meal planning for one, two or more. A food demonstration will illustrate a tasty, thrifty meal idea and a food tasting will be available, including recipes and tips.
Hough has been a registered dietitian for 16 years and has specialty certifications as a diabetes care and education specialist and American Council on Exercise-certified personal trainer. She assists people in developing a positive relationship with food and eating in a way that feels kind and caring to their bodies.
Estate Planning: Begin with the End in Mind (1:45 p.m.)
Emily Baggett is an attorney-adviser with the Office of the Staff Judge Advocate at the Aviation and Missile Command. The focus of her practice is legal assistance for qualifying service members, retirees, and family members.
Before serving in her current position, Baggett’s practice focused on criminal justice for almost 20 years, serving as both a prosecutor and a defense attorney in private practice.
The AMCOM Office of the Staff Judge Advocate was awarded the 2022 Chief of Staff Award for Excellence in Legal Assistance. Pierce said 96 people attended last year’s event and this year, registration is being extended to 150.
The symposium is open to anyone 18 and older with access to Redstone. Register at forms.osi.apps.mil/r/mYtsVVcwWc.
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