Operation Money Wise

Office of the Massachusetts State Treasurer, Massachusetts Financial Literacy Trust Fund, Massachusetts National Guard & Reserve, and the Massachusetts Department of Veterans’ Services

Description

Operation Money Wise is a free, one-day personal finance event for Massachusetts Veterans, Servicemembers, and their families, that occurs in different locations across the Commonwealth of Massachusetts. The day features keynote speakers and over a dozen other expert speakers on the following financial topics:

  • Budgeting & Setting Financial Goals
  • Dealing with Debt
  • Retirement Readiness
  • Basics of Investing
  • Home Ownership 101
  • Using Your Education Benefits
  • Bridging The Financial Gap to College
  • Money Mentor Meetings

Money Mentor Meetings are an opportunity to meet one-on-one with a Certified Financial Planner, Credit Counselor and/or Career Counselor. This event is a project of Office of the Massachusetts State Treasurer, Massachusetts Financial Literacy Trust Fund, Massachusetts National Guard & Reserve, and the Massachusetts Department of Veterans’ Services.

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How to Apply

Contact Info

  • Office of the State Treasurer
  • Massachusetts State House, Room 227
  • Boston, MA 02133
Office of the State Treasurer , Boston, MA 02133