Financial transitions can be just as challenging as emotional ones for our military service members. Veterans who once had legal, financial, and human resources support readily accessible suddenly face navigating these complex systems alone—often at significant out-of-pocket expense.
The Warrior Retreat at Bull Run's innovative Financial Literacy Program addresses this critical need head-on. Led by dedicated volunteer Jeff Schlegel, this one-day workshop distills essential financial knowledge into digestible, actionable strategies specifically tailored to veterans and transitioning service members. What sets this program apart is its education-first approach—no sales pitches, no product marketing, just valuable information veterans can use immediately.
From developing a healthy "money mindset" to understanding budgeting both before and after separation, the workshop covers comprehensive financial ground. Participants learn about investment vehicles appropriate for different risk tolerances, insurance needs assessment, retirement planning, and navigating today's challenging housing market. Most importantly, the program encourages veterans to bring their financial decision-making partners, recognizing that successful money management requires household alignment and shared understanding.
"The best time to plant an oak tree was 20 years ago. The next best time is today," says Schlegel, emphasizing that financial planning is never too late to start. The program helps participants develop personalized 30-60-90 day action plans focused on their unique "why"—because understanding your motivation for financial security makes the necessary sacrifices worthwhile.
Expected to launch within months, this program represents the Warrior Retreat's continued commitment to expanding practical support services for veterans. Subscribe to our podcast for updates on program availability and to hear more inspiring stories from the military community. Your financial future starts with knowledge—and we're here to provide it.