Operation Money Wise Logo

Operation Money Wise is a FREE financial empowerment conference open to veterans, servicemembers and their families. Join us to learn more about personal finance and improve financial behavior through quality financial education. This day will focus on the topics that most commonly affect those who have served our country, the benefits available and organizations that can help.


Join Us

Saturday March 21, 2015
8:30 AM to 3:00 PM

Mass Bay Community College
50 Oakland Street
Wellesley, MA

military saves logo

Online Registration is Closed


Walk-Ins Welcome



Read a description of the Breakout Sessions

Conference Schedule

8:30 am - 9:00 amContinental Breakfast & Resource Expo
9:00 am - 9:15 amWelcome Remarks & Special Guests
9:15 am - 10:45 amKeynote Speaker - Dick Power, CFP
11:00 am - 11:15 amCoffee & Tea Break
11:30 am - 12:30 pmBreakout Sessions 1
12:30 pm - 1:30 pmLunch
1:30 pm - 2:30 pmBreakout Sessions 2
2:30 pm - 3:00 pm Door Prize Drawings


  • Driving directions to Mass Bay Community College
  • Public Transportation information: Framingham/Wellesley Commuter Rail Line
  • Unfortunately we are not able to provide a shuttle bus between Wellesley Hills Station & Mass Bay Community College. The bus was previously provided but never used. For public transportation, we recommend taking the commuter rail to the Wellesley Hills Station and calling 411 to access a local taxi cab provider.

Planning organizations

This event is presented in partnership by the Office of Economic Empowerment, Office of Veterans’ Services and Inter-Service Family Assistance Committee.

The resources provided at the Operation Money Wise conference are intended to provide general information only.  It is not intended as a substitute for legal advice or individualized financial advice.  The material presented does not constitute advice and you should not rely on any material presented to make (or refrain from making) any decision or take (or refrain from making) any action.  In addition, the Office of the State Treasurer is not responsible for any information provided by any presenter at the conference, including Money Mentors.  The fact that the Office of the State Treasurer has taken part in the organization of Operation Money Wise should not be construed to imply that any business, website, strategy, or material presented has been endorsed or recommended by the Office of the State Treasurer.  To the extent that websites that are not under the control of and are not maintained by the Office of the State Treasurer are referenced in any presentation, the Office of the State Treasurer is not responsible for the content of those websites.  No information conveyed in any presentation shall constitute a solicitation or offer by any presenter to buy or sell any investment product, advice, or service.  Any investment and/or service mentioned in any presentation may not be suitable for you.  Furthermore, be advised that any examples offered in the presentation Couponing 101 are general strategies for saving money and are not endorsements of any individual retailer.