PERSONAL FINANCIAL MANAGEMENT PROGRAM
CHECKPOINT
Mike McIsaac
Program Manager
P 619.524.1204
F 619.524.8374
E michael.mcisaac@usmc.mil
L Building 14 - Room 112
HOURS
H Monday - Friday 7:30 AM - 4:00 PM
FIND IT ON MAPS
 MCRD San Diego on Google Maps
Your Personal Financial Management Specialist at Marine and Family Services is here to help you and your family members (active duty, retired, DoD and NAF Civilian Personnel) learn more about basic financial management skills and to help you improve your level of Financial Fitness through personalized budgeting, goal setting, savings, investing, use of credit and debt, planning for major purchases, preparing for major financial challenges, risk coverage, tax planning, and retirement planning.
Personal Financial Brown Bag Lunch Seminars for 2010
Registration is required. Your registration allows us to prepare handouts and buy food for the proper number of attendees. Seminars are open to the first 50 individuals who call and register after each seeing the month's Seminar announced in the Depot Daily News Bulletin.
Each month’s Seminar will be announced 7-14 day before the scheduled date. Seminars are Free and open to active, reserve, retired, civil service, NAF, and contract personnel and their family members. A Free light lunch with water or juice will be served buffet style, but attendees are welcome to bring their own lunch.
SEMINAR DATES
- 07.21.10 - Understanding Your Insurance Needs
- 08.18.10 - How to Get Out of Debt and Successfully Manage Your Credit
- 09.22.10 - Investment Basics – Strategies using Stocks, Bonds and Mutual Funds
- 10.20.10 - Keys to Becoming a $uccessful Investor
- 11.24.10 - Preparing for Retirement using IRA’s and TSP (how they work)
- 12.22.10 - Tax Planning: How to Reduce Your Taxes & Increase Your Refunds
PLANNING
The Financial Management Office serves as a central point to obtain financial education and assistance, and to have questions researched and answered regarding consumer issues, savings and investment issues, credit and debt issues, income tax preparation and planning, retirement issues and Veteran’s benefits.
THE PROGRAMS PURPOSE
The purpose of this education and assistance is to support and enrich the overall quality of your life, and the lives of your family members throughout each phase of your career, to include your retirement years, through planning and preparation. From the Marine Corps’ point of view, Individual Financial Fitness contributes to unit readiness just as strongly as Individual Physical Fitness does. Be Fit –Be Ready! All individual appointments are confidential!
TOPICS COVERED
- Budgeting
- Goal Setting
- Kid's Money
- Health Care Issues
- Savings and Investing
- Retirement Planning
- Use of Credit & Debt
- Pay & Allowances
- Veteran's Benefits
- Entitlements & Benefits
- Financial Planning
- Transitional Financial Challenges
- Consumer Services, Rights & Protection
- Risk Coverage [ Insurance ]
- Income Tax Preparation & Planning
- Major Purchase Planning [ Home/Car ]
REGISTRATION AND INDIVIDUAL APPOINTMENTS
Mike McIsaac
Program Manager
P 619.524.1204
F 619.524.8374
E michael.mcisaac@usmc.mil
L Building 14 - Room 112
ADDITIONAL RESOURCES
Please visit the HQMC Personal Financial Management web page for links to additional resources & downloadable documents.
HQMC Personal Financial Management
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