Each year, Armed Forces Mutual, our parent company, holds their Annual Meeting to provide an opportunity for Members, military families, and trusted partners to come together, reflect on the past year, and look ahead to the future. The 2026 event was no exception, and brought together our community for a day of connection, education, and shared purpose at the Army Navy Country Club in Arlington, Virginia.
The 147th Annual Meeting served as more than a business update – it was a reminder of the enduring mission that has guided Armed Forces Mutual for generations: helping military families build financial security and preserve their legacy.
Associates from all three entities joined forces for a comprehensive event. Members heard remarks from Association leadership, including Board Chair General Dennis J. Reimer, USA (Ret.), President Brigadier General Mike Meese, USA (Ret.), CFO and Treasurer Mark Matsuura, and COO and Secretary Dan Klein, who reflected on the organization's accomplishments and ongoing commitment to serving those who serve.
One of the highlights of this year's event was the educational panel discussion, The Biggest Financial Decisions You'll Make to Secure Your Legacy. The session explored many of the questions military families face throughout their financial journey, from protecting loved ones through life insurance to mortgage planning to cultivating financial strategies designed to last for generations.
We were especially proud to have two of our own AAFMAA Wealth Management & Trust professionals representing our team on the panel.
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Kristin Ketner Pak, MBAAs Senior Portfolio Manager, Kristin brought more than three decades of investment experience to the discussion, sharing perspectives on disciplined investing, long-term planning, and maintaining confidence through changing market conditions. |
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Erin J. Kinkade, CFP®, ChFC®As one of our Financial Planners, Erin discussed the importance of building a comprehensive financial plan that aligns with a family's goals, values, and vision for the future. Her client-centered approach reinforces the belief that financial planning is not a one-time event, but an ongoing partnership. |
Events like the Annual Meeting remind us that financial confidence is built through education, preparation, and trusted relationships. Whether Members are just beginning their military careers, transitioning into civilian life, or planning how to leave a lasting legacy for future generations, having a knowledgeable team by their side can make all the difference.
We are honored to work alongside Armed Forces Mutual in supporting military families and helping them navigate life's biggest financial decisions with clarity and confidence.
If you’re navigating a transition, planning for what’s next, or establishing your legacy, you don’t have to do it alone. As specialists in military-focused financial strategies, AWM&T can help with facets you may not have considered. Schedule a conversation or call 910-307-3500 to speak with one of our fiduciary professionals today.
Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.
We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection. At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.
© 2026 AAFMAA Wealth Management & Trust LLC. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal. No information provided herein is intended as personal investment advice or financial recommendation and should not be interpreted as such. The information provided reflects the general views of AAFMAA Wealth Management and Trust LLC but may not reflect client recommendations, investment strategies, or performance. Current and future financial environments may not reflect those illustrated here. Views of AAFMAA Wealth Management & Trust LLC may change based on new information or considerations