Stacey Braun Associates, Inc.

JOIN US FOR A WEBINAR!

Financial Planning for New Educators

Wednesday, November 6, 2024
5:00PM  Register Now

Too often, in discussions involving saving, investing, and financial planning, a client will remark, “I wish I knew this when I started my career.” We always encourage members to start financial planning early. With that in mind, we are offering a “New Educator” webinar for all incoming staff or members hired within the last few years. This webinar will discuss the following:

  • Basic Budgeting / Credit Tips

  • Student Loans

  • Types of Insurance you might need

  • How to choose a 403(b) / 457(b) Plan

  • How to invest 403(b) / 457(b) funds

  • Understanding a NYS Pension

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 the group 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 your union.