JOIN US FOR A WEBINAR!
Investment Planning 101: Building a Strong Financial Foundation
Monday, August 10, 2026
5:00PM Register Now
Investing can feel overwhelming-especially with so many choices and changing markets. This session will break down the basics of investment planning in a clear, easy-to-understand way. Whether you’re just getting started or want to make sure you’re on the right track, this webinar will help you build the confidence to make informed decisions that support your goals.
Attend this webinar to learn more about the following topics and questions:
- Understanding Your Investment Goals
- Understanding Stocks & Bonds
- Asset Allocation Basics
- Diversification: Why it Matters
- Market Cycles & Long-Term Perspective
- Common Investing Mistakes to Avoid
Please join us for this exciting webinar in order to learn tips, tricks, 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™
John Kaiser
Masters in Business Administration
Certified Financial Planner™