

JOIN US FOR A WEBINAR!
Basics of Investing
Making Your Money Work for You
Tuesday, July 25, 2023
4:00PM Register Now
Whether you are new to investing or quite comfortable with it, the matter of creating and adjusting plans for savings and retirement accounts requires information, discipline, and practice. A few key principles and suggestions can help a newcomer avoid mistakes, and can help more experienced investors attain better investment outcomes.
There are choices to be made around how much – and how – to save for different purposes. The sooner you educate yourself about available strategies, the more time you will have to implement them and invest for the future you want.
Attend this webinar to learn more about:
- Why “starting early” is important
- Ways to make Savings Accounts earn meaningful interest
- Key differences between Bonds and Stocks: what they are, how they perform, and the role of each in a portfolio
- Why saving for a Home is different than saving for College – and why both are different from saving for Retirement
- The importance of regular investment, diversification, and discipline
- The rewards of Investing: access to savings in retirement
Attend this exciting webinar for information, suggestions, and advice on how to be better prepared when making important investment decisions.
Meet the Financial Planners from Stacey Braun Associates
Gerry McGahran
IRS Enrolled Agent
Certified Financial Planner™
Paul Kiley
Masters in Taxation
IRS Enrolled Agent
Certified Financial Planner™
David Bonington
Masters in Finance
Certified Financial Planner™
Stacey Braun Associates is the provider of Teamsters Local 237’s free financial planning program. Stacey Braun Associates does not earn money from commissions. The only thing the firm’s planners “sell” is advice, which is paid for by Teamsters Local 237.