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.


Save the Date

Saturday March 22, 2014
8:30 AM to 2:45 PM

Mass Bay Community College
50 Oakland Street
Wellesley, MA


Learn more about Operation Money Wise in this episode of Sound Off!

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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 pmInteractive Learning Lunch - Dee Lee, CFP
1:30 pm - 2:30 pmBreakout Sessions 2
2:30 pm - 2:45 pm Door Prize Drawings


Planning organizations

This event is presented in partnership by the Massachusetts Financial Literacy Trust Fund, the Massachusetts State Treasurer's Office, Massachusetts National Guard & Reserve, Office of Veterans’ Services and Inter-Service Family Assistance Committee.

Please be advised that all of the resources provided at or in connection with Operation Money Wise (OMW) are intended to educate the public about public and non-profit resources only.