Financial Literacy Week - April 9-12, 2024

Veterans, join us for Financial Literacy Week.

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.

Attend the Financial Vendor and Hiring Fair

Learn About Your Benefits

» Presentations and Financial Vendor Fair booths to help you learn about your financial benefits from VA and other organizations.

Receive DOL Career Training

» DOL VETS workshops will explain self-marketing techniques, networking and interviewing skills.

Connect With Job Options

» A place to learn more about current employment opportunities, special hiring authorities and career support resources.

Event Registration

Each day has a separate registration. When you click the registration button, a new AddEvent registration page will open.

April 9: Financial Wellness

Tuesday Schedule of Events

  • Opening Ceremonies: 10-10:20 a.m.
  • Presentations: 10:20 a.m.-3 p.m.
  • MilitaryHire Hiring Fair: 10 a.m.-3 p.m.
  • Financial Vendor Fair: 10 a.m.-3 p.m.

April 10: Transitioning Service Members

Wednesday Schedule of Events

  • Opening Ceremonies: 10-10:10 a.m.
  • Presentations: 10:10 a.m.-3 p.m.
  • MilitaryHire Hiring Fair: 10 a.m.-3 p.m.
  • Financial Vendor Fair: 10 a.m.-3 p.m.

April 11: Spouse Summit

Thursday Schedule of Events

  • Opening Ceremonies: 10-10:10 a.m.
  • Presentations: 10:10 a.m.-3 p.m.
  • MilitaryHire Hiring Fair: 10 a.m.-3 p.m.
  • Financial Vendor Fair: 10 a.m.-3 p.m.

April 12: Veterans

Friday Schedule of Events

  • Opening Ceremonies: 10-10:10 a.m.
  • Presentations: 10:10 a.m.-3 p.m.
  • MilitaryHire Hiring Fair: 10 a.m.-3 p.m.
  • Financial Vendor Fair: 10 a.m.-3 p.m.

This event offers a career fair co-hosted by MilitaryHire. MilitaryHire’s mission is to serve Veterans, transitioning service members, military spouses and family members to find fulfilling careers after military service. Register for the event, then sign up for a MilitaryHire profile to post your resume and search for jobs. 

This event offers a career fair co-hosted by MilitaryHire. MilitaryHire’s mission is to serve Veterans, transitioning service members, military spouses and family members to find fulfilling careers after military service. Register for the event, then sign up for a MilitaryHire profile to post your resume and search for jobs. 

Event Partners

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. 

Schedule of Events

Day One: Financial Wellness

Tuesday09 Apr 2024

10 a.m.-
3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

10-
10:20 a.m.

Opening Ceremonies and National Anthem

10:20-
10:40 a.m.

Welcome/Opening Remarks

Shawta Sampson, Acting Assistant Director, 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

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

Shawta Sampson, Assistant Director, Outreach, Transition and Economic Development

Day Two: Transitioning Service Members

Wednesday10 Apr 2024

10 a.m.-
3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

10-
10:10 a.m.

Opening Ceremonies and National Anthem

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

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 and 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

Day Three: Spouse Summit

Thursday11 Apr 2024

10 a.m.-
3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

10-
10:10 a.m.

Opening Ceremonies and National Anthem

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

10:40-
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

12:45-
1:45 p.m.

Five Things Spouses and 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

Day Four: Veterans

Friday12 Apr 2024

10 a.m.-
3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

10-
10:10 a.m.

Opening Ceremonies and National Anthem

10:10-
10:20 a.m.

Welcome/Opening Remarks

Shawnta Sampson, Assistant Director, 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

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

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

April 9, 2024:
Financial Wellness

MilitaryHire Hiring Fair and Financial Vendor Fair
  • 10 a.m.-3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

Opening Ceremonies and National Anthem
  • 10-10:20 a.m.

Opening Ceremonies and National Anthem

Presentations
  • 10:20 a.m.-3 p.m.

Presentations

Time Presentation Speaker
10:20-10:40 a.m. Welcome/Opening Remarks Shawta Sampson, Acting Assistant Director, 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 Shawta Sampson, Assistant Director, Outreach, Transition and Economic Development

April 10, 2024:
Transitioning Service Members

MilitaryHire Hiring Fair and Financial Vendor Fair
  • 10 a.m.-3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

Opening Ceremonies and National Anthem
  • 10-10:10 a.m.

Opening Ceremonies and National Anthem

Presentations
  • 10:10 a.m.-3 p.m.

Presentations

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

April 11, 2024:
Spouse Summit

MilitaryHire Hiring Fair and Financial Vendor Fair
  • 10 a.m.-3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

Opening Ceremonies and National Anthem
  • 10-10:10 a.m.

Opening Ceremonies and National Anthem

Presentations
  • 10:10 a.m.-3 p.m.

Presentations

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

April 12, 2024:
Veterans

MilitaryHire Hiring Fair and Financial Vendor Fair
  • 10 a.m.-3 p.m.

MilitaryHire Hiring Fair and Financial Vendor Fair

Opening Ceremonies and National Anthem
  • 10-10:10 a.m.

Opening Ceremonies and National Anthem

Presentations
  • 10:10 a.m.-3 p.m.

Presentations

Time Presentation Speaker
10:10-10:20 a.m. Welcome/Opening Remarks Shawnta Sampson, Assistant Director, 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

Location

The Espee
1174 E. Commerce St.
San Antonio, TX 78205 

Testimonials

5/5

“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

Past Event Images

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