Veterans Affairs, Outreach, Transition and Economic Development and USAA Educational Foundation are hosting a four-day financial event April 9-12 in San Antonio, TX, for Veterans, transitioning service members, spouses, family members, caregivers and survivors. At this event, you’ll learn how to lay the foundation to achieve your financial dreams. You can connect with career resources and employers who value your experience and skills.
Outreach, Transition and Economic Development (OTED) is hosting this event in partnership with USAA Educational Foundation. There is no cost to register. Join us to connect with your financial benefits and get career training. This event features daily presentations, Financial Vendor Fairs and Hiring Fairs.
» Presentations and Financial Vendor Fair booths to help you learn about your financial benefits from VA and other organizations.
» DOL VETS workshops will explain self-marketing techniques, networking and interviewing skills.
» A place to learn more about current employment opportunities, special hiring authorities and career support resources.
Tuesday Schedule of Events
Wednesday Schedule of Events
Thursday Schedule of Events
Friday Schedule of Events
Learn how to maximize the use of your earned Veteran financial benefits and services. Attend the Financial Vendor Fair, find out about Veterans initiatives and listen to presentations. Presentations will cover topics such as budgeting, savings and investing.
10 a.m.-
3 p.m.
10-
10:20 a.m.
10:20-
10:40 a.m.
Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development
10:40-
11 a.m.
TBD
11-
11:20 a.m.
TBD, United Services Automobile Association (USAA) Educational Foundation
11:20 a.m.-
12:25 p.m.
Jeff Jurgemeyer, CFP®, CLU®, CWS® and Pressy Long, CFP®, USAA Educational Foundation
12:25-
12:55 p.m.
David Ramirez, Soldier On
12:55-
1:30 p.m.
1:30-
2:30 p.m.
Jeff Jurgemeyer, CFP®, CLU®, CWS® and Pressy Long, CFP®, USAA Educational Foundation
2:30-
3 p.m.
Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development
10 a.m.-
3 p.m.
10-
10:10 a.m.
10:10-
10:25 a.m.
TBD, Texas Veterans Commission
10:25-
10:45 a.m.
Lourdes Tiglao, Deputy Director, Center for Women Veterans
10:45-
11:05 a.m.
Monda Raquel Webb, Housing Outreach Manager, SF Affordable Lending Client and Community Engagement
11:05-
11:25 a.m.
Anna Urman, Director, Strategic Outreach and Communications Office of Small and Disadvantaged Business Utilization (OSDBU)
11:25-
11:45 a.m.
Cristina Elizondo MS, RDN, LD, CDCES, CSOWM, Facility Food Security Program Coordinator, Veteran Community Partnership (VCP) Coordinator, South Texas Veterans Health Care System
11:45 a.m.-
12:15 p.m.
Jeff Jurgemeyer, CFP®, CLU®, CWS® and Mandi Moynihan, CFP®, USAA Educational Foundation
12:15-
1 p.m.
1-
1:45 p.m.
Victor Lennhoff, LCSW-S, Chief, Social Work Service State of Texas Veterans Health Care System (STVHCS) and Dr. James Hoover, Section Chief, Suicide Prevention, Mental Health Service Line, South Texas Veterans Health Care System
1:45-
2:45 p.m.
Katie Casey – Macias, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation
2:45-
3 p.m.
David Ramirez, Soldier On
10 a.m.-
3 p.m.
10-
10:10 a.m.
10:10-
10:20 a.m.
Dean Greenlee, Senior Program Analyst, Economic Development, Outreach, Transition and Economic Development
10:20-
10:40 a.m.
COL David Sutherland, U.S. Army (RET), Chairman, Dixon Center
10:40-
11:10 a.m.
Heidi Martin, HR Specialist, Veteran and Military Spouse Talent Engagement Program (VMSTEP)
11:10-
11:55 a.m.
Heidi Martin, HR Specialist, Veteran and Military Spouse Talent Engagement Program (VMSTEP)
11:55 a.m.-
12:45 p.m.
12:45-
1:45 p.m.
Katie Casey-Macias, CFP® and Mandi Moynihan, CFP®, USAA Educational Foundation
1:45-
2:30 p.m.
Stacy Bayton, Sr. Executive Vice President, VetJobs
2:30-
3 p.m.
David Evetts, President, USAA Educational Foundation
10 a.m.-
3 p.m.
10-
10:10 a.m.
10:10-
10:20 a.m.
Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development
10:20-
10:50 a.m.
David Evetts, President, USAA Educational Foundation
10:50-
11 a.m.
11 a.m.-
12:05 p.m.
Pressy Long, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation
12:05-
12:50 p.m.
12:50-
1:50 p.m.
Pressy Long, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation
1:50-
2:20 p.m.
Dr. Susan L. Black, DSW, LCSW-C, BCD, VBA National Suicide Prevention Officer Outreach, Transition and Economic Development
2:20-
2:50 p.m.
David Ramirez, Soldier On
2:50-
3 p.m.
David Evetts, President, USAA Educational Foundation
| Time | Presentation | Speaker |
|---|---|---|
| 10:20-10:40 a.m. | Welcome/Opening Remarks | Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development |
| 10:40–11 a.m. | Keynote Speaker | TBD |
| 11–11:20 a.m. | Keynote Speaker | TBD, United Services Automobile Association (USAA) Educational Foundation |
| 11:20 a.m.–12:25 p.m. | Financial Health Assessment | Jeff Jurgemeyer, CFP®, CLU®, CWS® and Pressy Long, CFP®, USAA Educational Foundation |
| 12:25–12:55 p.m. | CreditSmart® Military Financial Readiness | David Ramirez, Soldier On |
| 12:55–1:30 p.m. | Break | Break |
| 1:30–2:30 p.m. | SMART Goals, Budgeting & Saving for Emergencies | Jeff Jurgemeyer, CFP®, CLU®, CWS® and Pressy Long, CFP®, USAA Educational Foundation |
| 2:30–3 p.m. | Closing Remarks | Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development |
| Time | Presentation | Speaker |
|---|---|---|
| 10:10–10:25 a.m. | Keynote Speaker | TBD, Texas Veterans Commission |
| 10:25–10:45 a.m. | Keynote Speaker | Lourdes Tiglao, Deputy Director, Center for Women Veterans |
| 10:45–11:05 a.m. | Financial Lending Opportunities | Monda Raquel Webb, Housing Outreach Manager, SF Affordable Lending Client and Community Engagement |
| 11:05–11:25 a.m. | Selling to VA | Anna Urman, Director, Strategic Outreach and Communications Office of Small and Disadvantaged Business Utilization (OSDBU) |
| 11:25–11:45 a.m. | Healthy Eating on a Budget | Cristina Elizondo MS, RDN, LD, CDCES, CSOWM, Facility Food Security Program Coordinator Veteran Community Partnership (VCP) Coordinator, South Texas Veterans Health Care System |
| 11:45 a.m.–12:15 p.m. | Key Financial Consideration for Transition | Jeff Jurgemeyer, CFP®, CLU®, CWS® and Mandi Moynihan, CFP®, USAA Educational Foundation |
| 12:15–1 p.m. | Break | Break |
| 1–1:45 p.m. | Finances and Mental Health | Victor Lennhoff, LCSW-S, Chief, Social Work Service, State of Texas Veterans Health Care System (STVHCS) and Dr. James Hoover, Section Chief, Suicide Prevention, Mental Health Service Line, South Texas Veterans Health Care System |
| 1:45–2:45 p.m. | Managing Debt & Debt Destroyer | Katie Casey – Macias, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation |
| 2:45–3 p.m. | Soldier On Free Financial Counseling and Closing Remarks | David Ramirez, Soldier On |
| Time | Presentation | Speaker |
|---|---|---|
| 10:10-10:20 a.m. | Welcome/Opening Remarks | Dean Greenlee, Senior Program Analyst, Economic Development, Outreach, Transition and Economic Development |
| 10:20-10:40 a.m. | Keynote Speaker | COL David Sutherland, U.S. Army (RET), Chairman, Dixon Center |
| 10:45–11:10 a.m. | Special Hiring Authority | Heidi Martin, HR Specialist, Veteran and Military Spouse Talent Engagement Program (VMSTEP) |
| 11:10–11:55 a.m. | Resume Writing | Heidi Martin, HR Specialist, Veteran and Military Spouse Talent Engagement Program (VMSTEP) |
| 11:55 a.m.–12:45 p.m. | Break | Break |
| 12:45–1:45 p.m. | Five Things Spouses & Caregivers Need to Know | Katie Casey-Macias, CFP® and Mandi Moynihan, CFP®, USAA Educational Foundation |
| 1:45–2:30 p.m. | VetJobs | Stacy Bayton, Sr. Executive Vice President, VetJobs |
| 2:30–3 p.m. | Closing Remarks | David Evetts, President, USAA Educational Foundation |
| Time | Presentation | Speaker |
|---|---|---|
| 10:10-10:20 a.m. | Welcome/Opening Remarks | Shawnta Sampson, Supervisory Program Analyst, Outreach, Transition and Economic Development |
| 10:20–10:50 a.m. | Keynote Speaker | David Evetts, President, USAA Educational Foundation |
| 10:50–11 a.m. | Break | Break |
| 11 a.m.–12:05 p.m. | Understanding Investing | Pressy Long, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation |
| 12:05–12:50 p.m. | Break | Break |
| 12:50–1:50 p.m. | Estate Planning: Preparing Your Legal Documents | Pressy Long, CFP® and Steve Georgoulakis, CFP®, USAA Educational Foundation |
| 1:50–2:20 p.m. | Financial Stability and Mental Health | Dr. Susan L. Black, DSW, LCSW-C, BCD, VBA National Suicide Prevention Officer, Outreach, Transition and Economic Development |
| 2:20–2:50 p.m. | Be Credit Smart | David Ramirez, Soldier On |
| 2:50–3 p.m. | Closing Remarks | David Evetts, President, USAA Educational Foundation |
The Espee
1174 E. Commerce St.
San Antonio, TX 78205
“Amazing event! The presentations were great!” "These resources are a good source of information for Veterans and their families!" "...the presenters were very prepared and presented their material in an excellent fashion."
Testimonials From Past Event Attendees
“Attending an EDI event connects you with key benefits and services that can help you find success in civilian life. Whether you are a transitioning service member, a Veteran or the family member who supports someone who has served, EDIs are for you.”
Testimonial from Joshua Jacobs
Senior Advisor for Policy
Performing the Delegable Duties of the Under Secretary for Benefits
