ATTENTION RETIRED AND PRE-RETIRED SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES
RETIREMENT WASN’T LEFT TO CHANCE DURING YOUR MILITARY CAREER.
DON’T LEAVE IT TO CHANCE NOW.
Discover how to coordinate your military pension, TSP, savings, investments, insurance, and retirement income
into one clear, mission-ready financial strategy.
You spent your military career preparing for the mission, protecting the people beside you, and planning for what could go wrong.
Your retirement deserves the same level of preparation.
MISSION BRIEFING DETAILS
DATE: 2026-06-07 2:00 PM | TIME: 5PM EST
LOCATION: Zoom | COST: Complimentary
Hosted by Dion Beauchamp, MCFA
Retired Master Chief and Master Chief Financial Architect
Attend live to participate in the Ask the Chief Q&A and get answers to your retirement readiness questions.
WHAT YOU WILL LEARN DURING
FINANCIAL BASIC TRAINING
During this complimentary masterclass, you will learn:
- The five-step Strategic Financial Operations Framework™ for building a mission-ready retirement plan
- How to coordinate your military pension, TSP, savings, investments, and other retirement assets
- How to evaluate VGLI and alternative life insurance options
- Important considerations when comparing SBP with other family protection strategies
- Common retirement planning mistakes military families may overlook
- How to begin turning accumulated retirement assets into sustainable retirement income
- Ways to protect your spouse, loved ones, and future generations
- The difference between owning financial products and having a coordinated financial plan
RESERVE YOUR SEAT FOR
FINANCIAL BASIC TRAINING
Join Dion Beauchamp for a practical, educational conversation about preparing for retirement with greater clarity and confidence.
DATE: Thursday JUNE 07, 2026
TIME: 5PM EST
LOCATION: Zoom
COST: Complimentary
By registering, you agree to receive masterclass information and event reminders by email and text message. Message and data rates may apply. Reply STOP to opt out of text messages.
YOU PREPARED FOR EVERY MISSION.
BUT WERE YOU GIVEN A COMPLETE PLAN FOR RETIREMENT?
Military families often enter retirement with valuable benefits and financial resources. You may have a pension. You may have money in your TSP. You may have savings, investments, insurance, and other retirement accounts.
But having financial pieces is not the same as having a coordinated financial strategy.
MISSION CRITICAL QUESTIONS
Many military families reach retirement with questions such as:
- Is my TSP positioned properly for what I need next?
- How should my pension work with my other retirement assets?
- Is VGLI still the right protection for my family?
- Did I make the right SBP decision?
- How much retirement income can my assets realistically provide?
- Are my spouse and loved ones properly protected?
- Am I holding too much money in savings without a clear purpose?
- What happens to my financial plan if the market changes, taxes increase, or an unexpected event occurs?
- Do all the pieces of my financial life actually work together?
These are not small decisions.
The choices you make before and during retirement can affect your income, your family, your financial flexibility, and the legacy you leave behind.
Financial Basic Training was created to help you better understand those decisions before you are forced to make them under pressure.
INTRODUCING THE STRATEGIC FINANCIAL OPERATIONS FRAMEWORK™
A mission-ready retirement strategy requires more than choosing an investment or purchasing an insurance policy.
It requires a coordinated approach.
During Financial Basic Training, Dion will walk you through the five phases of the Strategic Financial Operations Framework™.
PHASE 1: ASSESS
DETERMINE YOUR CURRENT FINANCIAL READINESS
Before creating a retirement strategy, you must understand your current position. The Assess phase may include reviewing:
- Current and future income sources
- Military pension income
- TSP and other retirement assets
- Savings and investments
- Debts and liabilities
- Military benefits
- Current financial priorities
You cannot build an effective mission plan without first understanding the resources, risks, and responsibilities already in front of you.
PHASE 2: SECURE
PROTECT THE MISSION
A retirement strategy should not only focus on growth. It should also protect the people and assets that matter most. The Secure phase may include:
- Life insurance review
- VGLI evaluation
- Survivor Benefit Plan analysis
- Risk management
- Emergency reserves
- Family protection needs
- Potential financial vulnerabilities
The objective is to identify risks before they become financial emergencies.
PHASE 3: BUILD
STRENGTHEN AND GROW YOUR RETIREMENT ASSETS
Once your financial foundation is understood and protected, the next step is to strengthen your long-term position. The Build phase may include:
- TSP optimization
- IRA planning
- Tax-efficient accumulation strategies
- Long-term asset growth
- Savings priorities
- Investment coordination
The goal is not simply to accumulate more accounts. The goal is to build financial resources that support your retirement mission.
PHASE 4: DEPLOY
TURN RETIREMENT ASSETS INTO DEPENDABLE INCOME
Accumulating retirement assets is only part of the mission. Eventually, those assets must help produce income. The Deploy phase may include:
- Coordinating pension income
- Retirement withdrawal strategies
- Income safety considerations
- Tax-efficient distributions
- Managing the transition from accumulation to income
- Creating a sustainable retirement income strategy
The question is no longer only, “How much have I saved?” The question becomes, “How will I use what I have built to support the retirement I want?”
PHASE 5: LEGACY
PROTECT THE PEOPLE AND PURPOSE THAT MATTER MOST
Your financial mission does not end with retirement. The Legacy phase may include:
- Beneficiary reviews
- Estate planning coordination
- Wealth transfer planning
- Family financial continuity
- Protection for spouses and loved ones
- Preserving what you have built for future generations
A strong retirement strategy should help you live confidently today while also preparing for the people you may eventually leave behind.
WHO SHOULD ATTEND
FINANCIAL BASIC TRAINING?
ACTIVE-DUTY MILITARY APPROACHING RETIREMENT
You are beginning to make decisions about your pension, TSP, insurance, survivor protection, retirement income, and transition into civilian life.
RETIRED MILITARY MEMBERS AND VETERANS
You have already transitioned, but you may never have received a complete strategy for coordinating your military benefits and financial assets.
MILITARY SPOUSES
You want to understand how retirement income, insurance, survivor benefits, investments, and family protection work together.
MILITARY FAMILIES WITH EXISTING FINANCIAL ASSETS
You may already have some combination of:
- A military pension
- TSP assets
- An IRA or 401(k)
- Savings
- Investments
- VGLI or private life insurance
- Survivor Benefit Plan coverage
- Real estate
- Other retirement assets
You do not have to be starting from nothing. You may already have many of the right pieces. The important question is whether those pieces are working together as part of one clear financial mission plan.
MILITARY RETIREMENT DECISIONS ARE DIFFERENT
Military families face financial decisions that many traditional retirement conversations do not fully address. Financial Basic Training will introduce several of the decisions military families may need to evaluate.
VGLI VERSUS PRIVATE LIFE INSURANCE
VGLI may provide valuable protection, but that does not automatically mean it is the best long-term solution for every family.
Important considerations may include:
- Current and future costs
- Health and insurability
- Coverage flexibility
- Long-term family needs
- Available private insurance alternatives
- How insurance fits into the larger retirement strategy
The right answer depends on your health, age, family, financial position, and long-term objectives.
SBP VERSUS ALTERNATIVE PROTECTION STRATEGIES
The Survivor Benefit Plan can play an important role in protecting a spouse, but it should be evaluated as part of a broader financial plan.
Important considerations may include:
- Survivor income needs
- Long-term costs
- Available protection alternatives
- Retirement income effects
- Life expectancy
- Family goals
- How the decision fits with insurance and other assets
ACCUMULATION VERSUS DISTRIBUTION
During your working years, much of the focus is placed on saving and accumulating assets. Retirement changes the mission. You must begin asking:
- Which assets should I use first?
- How should my pension coordinate with my other income?
- How much can I safely withdraw?
- How could taxes affect my retirement income?
- How do I protect against running out of money?
- How do I create income without taking unnecessary risk?
Financial Basic Training will help you begin thinking about the transition from building retirement wealth to using that wealth effectively.
YOU MAY ALREADY HAVE FINANCIAL PRODUCTS.
BUT DO YOU HAVE A COORDINATED PLAN?
Many people believe their financial planning is complete because they have several accounts or financial professionals.
They may have an insurance person.
They may have an investment advisor.
They may have a TSP account.
They may have an IRA.
They may have money in savings.
They may have a pension.
Each of those pieces may be important. But individual products and accounts do not automatically create a coordinated financial plan.
AN INSURANCE AGENT
An insurance agent typically focuses on insurance products designed to protect against specific risks.
AN INVESTMENT ADVISOR
An investment advisor typically focuses on managing and growing investment assets.
A COMPREHENSIVE FINANCIAL STRATEGY
A comprehensive financial strategy may coordinate:
- Protection planning
- Tax considerations
- Retirement assets
- Military benefits
- Pension income
- Investment planning
- Retirement income
- Family needs
- Legacy planning
THE MASTER CHIEF FINANCIAL ARCHITECT DIFFERENCE
A Master Chief Financial Architect looks beyond one account, one policy, or one transaction. The objective is to understand the entire financial mission.
That means identifying where you are now, what you are trying to accomplish, what risks could interfere, and how your financial resources can work together.
The goal is not simply to give you another financial product. The goal is to help you build a clear, coordinated financial mission plan.
MEET YOUR HOST
DION BEAUCHAMP, MCFA
RETIRED MASTER CHIEF AND MASTER CHIEF FINANCIAL ARCHITECT
Dion Beauchamp is a retired Master Chief and financial professional dedicated to helping military families navigate retirement with greater clarity and confidence.
Drawing on decades of military leadership and firsthand experience with military life, Dion understands the discipline, responsibility, and sacrifice required to serve. He also understands that transitioning into retirement creates an entirely new set of financial decisions.
Today, Dion helps retired and pre-retired military families create mission-ready retirement strategies through comprehensive financial planning, tax-efficient wealth accumulation, retirement income planning, asset protection, and legacy preservation.
His approach is focused on helping military families understand how their pension, TSP, savings, investments, insurance, benefits, and family priorities can work together.
Dion’s mission is simple:
CONTINUE SERVING THOSE WHO SERVED.
LET’S ADDRESS THE OBVIOUS QUESTION
You may be wondering whether this is simply another financial sales presentation. It is not. Nothing will be sold during Financial Basic Training.
The purpose of this masterclass is to educate military families and help them better understand important retirement planning decisions.
- You will not be required to purchase a financial product.
- You will not be obligated to become a client.
- You will not be pressured to make an immediate decision.
Dion will explain how the financial planning process works, what areas should be reviewed, and how financial professionals may be compensated when appropriate solutions are implemented.
At the end of the masterclass, attendees who want personalized assistance will have the option to request a complimentary Mission Readiness FactFinder Session. The decision to take that next step will be entirely yours.
FREQUENTLY ASKED QUESTIONS
BRING YOUR QUESTIONS TO ASK THE CHIEF
Financial Basic Training includes a live Ask the Chief Q&A session. Bring your general questions about:
- Military retirement planning
- TSP accounts
- Military pensions
- VGLI
- SGLI
- Survivor Benefit Plan decisions
- Life insurance
- Retirement income
- Investment coordination
- Family protection
- Legacy planning
- General financial readiness
Dion may not be able to provide personal financial recommendations without first understanding your complete situation, but he can help you understand the questions you should be asking.
Attend live for the opportunity to participate.
IS FINANCIAL BASIC TRAINING REALLY FREE?
Yes. There is no cost to register for or attend the masterclass.
IS THIS A SALES PRESENTATION?
No. Nothing will be sold during the masterclass. The purpose of Financial Basic Training is to educate military families about retirement readiness and common financial planning decisions.
At the end of the class, attendees who want personalized assistance may request a complimentary Mission Readiness FactFinder Session.
DO I NEED TO BE RETIRED TO ATTEND?
No. The masterclass is appropriate for active-duty service members approaching retirement, retired military personnel, veterans, military spouses, and families preparing for future retirement decisions.
IS THIS ONLY FOR NAVY RETIREES?
No. Dion retired from the Navy as a Master Chief, but the principles discussed during the masterclass can be valuable for military families from every branch of service.
CAN MY SPOUSE ATTEND WITH ME?
Yes. Spouses are encouraged to attend. Many retirement, insurance, survivor protection, income, and legacy decisions affect the entire family.
DO I NEED TO HAVE A LARGE AMOUNT OF MONEY SAVED?
No. The purpose of the masterclass is to help you understand financial readiness based on your current situation.
Whether you are still building assets, preparing for retirement, or already retired, the information can help you identify questions and opportunities that deserve attention.
DO I NEED TO BE A CURRENT CLIENT?
No. You do not need to be a current client to attend.
WILL I RECEIVE PERSONAL FINANCIAL ADVICE DURING THE MASTERCLASS?
The masterclass provides general financial education.
Personal recommendations require a better understanding of your financial goals, assets, income, protection needs, and complete financial situation. Attendees who want personalized assistance may request a complimentary Mission Readiness FactFinder Session after the masterclass.
WILL THERE BE A REPLAY?
Replay availability will be communicated to registered attendees after the live masterclass.
Attend live to participate in the Ask the Chief Q&A.
WHAT SHOULD I BRING?
Bring a notebook, your questions, and a willingness to take an honest look at your current retirement readiness.
You do not need to provide personal financial documents during the masterclass.
FINAL BRIEFING
YOUR RETIREMENT DESERVES A
MISSION PLAN
You spent years preparing for assignments, protecting your people, and completing the mission.
Now it is time to prepare for the next phase.
Join Dion Beauchamp for Financial Basic Training and learn how to begin coordinating your military benefits, retirement assets, family protection, and future income into one clearer financial strategy.
DO NOT WAIT UNTIL A DEADLINE OR CRISIS FORCES THE DECISION
Some financial decisions become more difficult, more expensive, or less flexible with time.
- Insurance costs may increase as you age.
- Health changes may affect available protection options.
- Military transition deadlines may limit certain choices.
- Retirement income decisions may have long-term tax consequences.
- Survivor protection decisions may affect the people you love for years to come.
You do not need to make every decision today. But you should understand the decisions before you are forced to make them.
Financial Basic Training will help you identify the areas of your retirement strategy that deserve closer attention.
DATE: Thursday JUNE 07, 2026
TIME: 5PM EST
LOCATION: Zoom
COST: Complimentary
Registration closes when the live masterclass begins.
IMPORTANT INFORMATION
Financial Basic Training is provided for general educational and informational purposes only.
The information presented is not intended to serve as individualized investment, insurance, legal, accounting, or tax advice.
Financial strategies and recommendations should be based on each individual’s goals, financial circumstances, risk tolerance, health, family needs, and other relevant information.
Attendees should consult with appropriate financial, tax, and legal professionals before making financial decisions.
Participation in the masterclass does not create a financial planning, advisory, insurance, or client relationship.
Specific financial services, products, and recommendations may only be offered after an appropriate review of an individual’s needs and circumstances and are subject to applicable licensing, compliance, eligibility, and approval requirements.
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