Touchpoint Videos and Video Discussion Guides (VDGs) are great tools for a classroom setting with an average time block of 30 minutes. Each video highlights the Terminal Learning Objectives (TLOs) for each Touchpoint. The VDGs provide the facilitator with pertinent talking points and knowledge checks before and after each video. Videos and VDGs may help streamline training for commands, remind financially savvy people of financial considerations at each touchpoint, and give the CFS tools to use in training to initiate financial conversations. We recommend pairing with the Financial Literacy Checklists and Handouts. Visit the PFM Touchpoint Checklists, Handouts, & Video Discussion Guides page by clicking HERE.

Navy – Continuation Pay

1.    Introduction

2.    BRS Overview

3.    Calculating How Much Continuation Pay You May Receive

4.    Other Continuation Pay Considerations

5.    Your Goals, Spending Plan and Continuation Pay

6.    How to Best Use Your Continuation Pay

7.    Closing

Navy – Divorce

1.    Divorce Course Overview

2.    Documents

3.    Transition to Financial Planning (Part 1)

4.    Budget

5.    Bank Accounts – Bill Paying – Emergency Funds

6.    Credit

7.    Transition to Financial Planning (Part 2)

8.    Retirement Planning

9.    Life Insurance

10.  Property – Health – Disability Insurance

11.  Housing and Vehicles

12.  Recap and Final Wrap Up

Navy – New Child

1.    Course Overview

2.    Paperwork & Admin Tasks

3.    Transition to Financial Tips for a New Child

4.    Financial Tips for a New Child

5.    Emergency Fund

6.    The Cost of College

7.    Transition to Insurance

8.    Health Insurance

9.    Life Insurance

10.  Recap and Final Wrap Up

Navy – Leadership

1.    Facilitator – Introduction

2.    Need for a PFM and Financial Warning Signs

3.    Financial Planning

4.    Retirement System Overview

5.    Understanding & Managing the Thrift Savings Plan

6.    Facilitator – Conclusion

Navy – Marriage

1.    Course Overview

2.    Communication

3.    Transition to Documents

4.    Documents (Part 1)

5.    Documents (Part 2)

6.    Transition to Financial Planning

7.    Spending Plan

8.    Emergency Funds

9.    Credit

10.  Banking

11.  Financial Plan Wrap and Transition to Insurance

12.  General – Health and Property Insurance

13.  Life Insurance

14.  Resources and Wrap Up

Navy – Permanent Change of Station (PCS)

1.    Overview PCS

2.    Planning for a PCS

3.    Financial Planning for a PCS

4.    PCS Touchpoint – Housing Expenses Before You Move

5.    PCS Touchpoint – Vehicle Expenses Before You Move

6.    PCS Touchpoint – Miscellaneous Expenses before You Move

7.    Recap Expenses Before PCS

8.    During PCS Expenses

9.    Recap Expenses During PCS

10.  PCS Expenses After You Move

11.  Money Tips 1-5

12.  Money Tips 6-10

13.  PCS Resources

14.  Recap Resources

Navy – Pre-Deployment

1.    Overview

2.    Financial Planning for Deployment

3.    Set Up - 11 Things to Know Before You Go Videos

4.    Managing Payments While Deployed

5.    SCRA & MLA

6.    Deployment and Student Loans

7.    Combat Zone Tax Exclusion

8.    Active Duty Alerts

9.    Savings and Financial Emergencies

10.  Savings Deposit Program

11.  TSP Contributions During Deployment

12.  Life Insurance, SGLI & Other Potential

13.  Legal Documents Estate Planning

14.  Insurance (Medical, Auto, Property)

15.  Final Wrap Up

Navy – Post Deployment

1.    Overview

2.     Financial Planning for Post Deployment

3.     Reassessing Your Goals After Deployment

4.    Set Up Smooth Landing Checklist

5.    Legal Documents

6.    SCRA, Student Loan Relief, SDP

7.    Insurance (Medical, Auto, Property, Life)

8.    Active Duty Alerts

9.    Other Considerations and Wrap Up

Navy – Promotion

1.    Overview

2.    Financial Planning

3.    Review Retirement – Manage TSP

4.    Career Investment Programs

5.    Closing

Navy – Vesting in the Thrift Savings Plan (TSP)

1.    Overview

2.    Why Save for Retirement

3.    Military Retirement Overview

4.    Vesting in TSP

5.    Understanding TSP

6.    Managing Your TSP

7.    TSP Max Take it to the Limit

8.    Facilitator Closing

Navy - First Duty Station

1. First Duty Station Course Overview

2. Compensation, Taxes and Banking

3. Spending Plan

4. Managing Debt and Credit

5. Protection from Misleading Consumer Practices

6. Financial Planning

7. Financing a Major Purchase

8. Education and Career Investment Programs

9. Life and Health Insurance

10. How Time Builds Wealth

11. Basic Investing

12. Understanding the TSP

13. How to Manage Your TSP

14. Final Thoughts

Navy - Disability

1. Disabling Sickness or Condition Overview

2. Spending Plans and Emergency Funds

3. Changes to Your Lifestyle

4. Housing and Transportation Needs

5. Education Benefits

6. Caring for Aging Loved Ones

7. Transition to Insurance and Planning for the Future

8. Health Insurance

9. Life Insurance

10. Taxes

11. Estate Planning and Survivor Benefits

12. Retirement System Overview

13. Final Thoughts