T H E
E X C E L
S E R I E S
Empowering Military Families with Wealth, Ownership + Legacy
The Excel Series is a relaxed, hybrid (online + in-person) program created for active-duty service members, veterans, and their families. Focused on homeownership, investing, and building long-term financial security, the series offer practical support, real-time answers, and access to trusted professionals in an approachable, community-centered format.
Each session blends live Q + A, take-home tools, and casual conversation – all designed to meet military families where you are.
Complimentary Admission with RSVP
Live sessions include a buffet dinner cruise and open bar abroad the Starship Tampa. Limited slots available. Details on the next event upcoming.
No suits. No slideshows. No pressure.
Just actionable plans + real-time counseling from vetted advisors.
Come as you are — whether you’re just starting to think about buying a home, trying to make sense of your TSP, or wondering what “generational wealth” really means.
Community Affiliate
— Macdill Airforce Base —
MacDill Air Force Base is a cornerstone of the Tampa Bay community and home to thousands of active-duty service members, veterans, and their families. With a rich legacy of service dating back to World War II, MacDill plays a vital role in both national defense and local connection. The base houses U.S. Central Command (CENTCOM) and U.S. Special Operations Command (SOCOM), making it a hub for global coordination and leadership. Beyond its strategic importance, MacDill fosters a strong sense of community — offering support services, family programs, and outreach initiatives that reflect its deep commitment to those who serve.
