Strategic Financial Literacy & Wealth Building for Veterans

The Mission Beyond the Uniform

The clock is ticking on year-end financial opportunities, but most service members and veterans are focused on the wrong moves. In this featured presentation, Travis Winfield—retired Navy Senior Chief and founder of M.O.R.E. (Military Operated Real Estate)—joins Ron Siegel to expose the misinformation keeping the military community from building true generational wealth.

While 90% of people get year-end financial planning wrong, Travis breaks down the strategic shift from "disease" (financial illiteracy) to "cure" (strategic wealth management).

Key Takeaways from This Presentation:

• The 20% Myth: Discover why many veterans delay homeownership chasing a 20% down payment they don't actually need.
• M.O.R.E. Than Just Real Estate: Learn about the Military Operated Real Estate acronym and how a specialized network of veteran agents is standardizing expertise to serve those who served.
• The Power of $200: A practical breakdown of how sacrificing "one night out a month" and leveraging compound interest can transform a service member's financial future.
• Unlocking Hidden Benefits: Real-world stories of veterans saving thousands by understanding state-specific benefits, like California’s college tuition waivers for children of disabled veterans.
• Bridging the Transition: An introduction to the Skill Bridge program and how it provides a "running start" for service members in their final six months of duty.

Strategy Beats Rate. Always.

Whether you are active duty PCSing to a new station, a veteran struggling with credit, or a military spouse seeking a flexible career path, this session provides the blueprint to move from financial stress to financial freedom.

"Our goal is to take them from the basics of budgeting all the way to realizing the dream of homeownership. They defended our country; they deserve to own a piece of it." — Travis Winfield