It’s never too early or too late to plan for your financial future. As Local 237 members and eligible employees, there are many avenues to explore regarding which financial strategies are best suited to your specific needs and lifestyle. The sooner you can educate yourself about these strategies, the more time you will have to implement them and build the future that you want.
Attend this webinar to learn more about:
- The importance of an Emergency Fund
- Saving for a Home
- Tax-advantaged ways to save for College and Retirement
- Investing choices within a Retirement Plan
- Types of Insurance you should consider
- Your Pension
- Your Social Security Benefit
- The importance of an Estate Plan
Please join us for this exciting webinar for suggestions and advice on how to be best prepared when making important financial 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.