Jericho Teachers Association Benefits Trust Fund
Retirement Planning

Tuesday, November 7, 2023
6:30PM  Register Now

Taking control of your future during your career is a critical piece of proper financial planning.  As education professionals, teachers, and support staff, you have many different avenues to explore regarding which retirement strategies are best suited to your specific needs and lifestyle. The sooner you can educate yourself about strategies available to you, the more time you will have to implement them and prepare for the type of retirement you want to have.

Attend this webinar to learn more about the following topics and questions:

  • Defining retirement goals
  • How much will you need in retirement?
  • How your Pension is calculated and received
  • When should you collect Social Security?
  • How should you invest your Retirement Plan assets?
  • Taxation of retirement income
  • How to select a financial advisor
  • The importance of Trusts and Estate Planning

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™

David Bonington
Masters in Finance
Certified Financial Planner™

Stacey Braun Associates is the provider of the Jericho Teachers Association Benefits Trust Fund’s 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 the Jericho Teachers Association Benefits Trust Fund.