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
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)
10. Property – Health – Disability Insurance
Navy – New Child
3. Transition to Financial Tips for a New Child
4. Financial Tips for a New Child
Navy – Leadership
2. Need for a PFM and Financial Warning Signs
5. Understanding & Managing the Thrift Savings Plan
Navy – Marriage
6. Transition to Financial Planning
9. Credit
10. Banking
11. Financial Plan Wrap and Transition to Insurance
12. General – Health and Property Insurance
13. Life Insurance
Navy – Permanent Change of Station (PCS)
1. Overview 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
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
9. Savings and Financial Emergencies
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
6. SCRA, Student Loan Relief, SDP
7. Insurance (Medical, Auto, Property, Life)
9. Other Considerations and Wrap Up
Navy – Promotion
1. Overview
3. Review Retirement – Manage TSP
5. Closing
Navy – Vesting in the Thrift Savings Plan (TSP)
1. Overview
3. Military Retirement Overview
7. TSP Max Take it to the Limit
Navy - First Duty Station
1. First Duty Station Course Overview
2. Compensation, Taxes and Banking
5. Protection from Misleading Consumer Practices
8. Education and Career Investment Programs
11. Basic Investing
14. Final Thoughts
Navy - Disability
1. Disabling Sickness or Condition Overview
2. Spending Plans and Emergency Funds
4. Housing and Transportation Needs
6. Caring for Aging Loved Ones
7. Transition to Insurance and Planning for the Future
11. Estate Planning and Survivor Benefits