Stacey Braun Associates, Inc.


Financial Planning Essentials

Tuesday, July 9, 2024
6:00PM  Register Now

It’s never too late to take control of your finances and plan for your financial future. There are many topics to be mindful of – some are more complex than others but all of them are important.  The sooner you can learn about these topics, and strategies associated with each, the more time you will have to implement plans and build the future that you want.

Attend this webinar to learn more about:

  • Planning for Retirement
  • Investment Basics
  • Budgeting & Credit Tips
  • Types of Insurance
  • Saving for College
  • Basic Estate Planning

Please join us for this exciting event for tips, tricks, and advice on how to be 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 the financial counseling benefit offered through your local/union.  Meetings with planners are strictly confidential and the cost of the program is covered by the local/union.