(212) 941-5700
Stacey Braun Associates, Inc.

One of the most often heard comments about saving and financial planning is “I wish I knew this when I started my career”. We always encourage individuals to start financial planning early. With that in mind, we are offering a “Financial Planning Essentials” webinar for all union/local members. This webinar will discuss the following:

  • Budgeting and ways to improve a Credit Score
  • Tax-advantaged ways to save for College
  • Tax-advantaged ways to save for Retirement
  • Investing choices within a Retirement Plan
  • The importance of a sound investment strategy
  • Types of Insurance you should consider
  • Your NYS Pension
  • Your Social Security Benefit
  • Taxation of Pension, Social Security, and Retirement Plan withdrawals
  • The importance of an Estate Plan

We are offering a universal webinar which will be available to all unions/locals that have our Financial Counseling Program Benefit on Tuesday, July 9th at 6:00pm. Below is a link to register for the webinar.