Bridging the Gap: Building a Community of Financial Well-being


2017 AFCPE® Research and Training Symposium


AFCPE Pre-Symposium and FTA: Monday, November 13 - Wednesday, November 15
AFCPE Symposium: Wednesday, November 15 - Friday, November 17
Schedule Subject to Change

Scott Halliwell, CFP®, ChFC®, CLU® The USAA Educational Foundation Scott Halliwell is a CERTIFIED FINANCIAL PLANNER? and Financial Readiness Product Management Director with The USAA Educational Foundation, a nonprofit, tax-exempt 501(c)(3) organization dedicated to improving financial readiness for the military community. In this role, Scott is responsible for all of the personal finance content distributed by The USAA Educational Foundation. He also serves as a spokesperson for the Foundation and regularly speaks on personal finance topics to military audiences across the country. With over 24 years of personal finance experience, Scott has held roles in almost every facet of the financial services industry. He has worked with clients as a financial advisor and wealth manager and has also trained and coached dozens of financial advisors over the years. Prior to joining The USAA Educational Foundation, Scott was a Personal Finance Spokesperson for USAA where he was regularly quoted in media outlets including The Wall Street Journal, USA Today, CBS Marketwatch radio and Fox Business.com. Scott has authored dozens of personal finance blogs, written and appeared in over 50 personal finance videos, and responded to thousands of personal finance questions online. Scott is a graduate of Penn State University with a bachelor's degree in Accounting. Outside of work he enjoys spending time with his wife and their two very active boys ages 17 and 14.



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