Financial Planning Essentials

Monday, July 17, 2023
6:30PM  Register Now

Planning for your financial future during your career is considered to be a critical piece of proper financial planning. As an Operating Engineer, there are many different avenues to explore regarding which options are best suited for your specific needs and lifestyle. The sooner you can educate yourself about the various financial strategies available to you, the more time you will have to enact them and build the future that you want.

Attend this webinar to learn more about:

  • What types of insurance do you need?
  • Basic Budgeting / Credit tips
  • Investment Basics
  • How to save for your child’s college
  • Planning for Retirement
  • Basic 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 Operating Engineers of Local 94’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 Operating Engineers of Local 94.