Financial Planning Forum
Tax, Savings and Spending Tips

Thursday, February 16, 2023
4:00PM  Register Now

It’s never too early or too late to plan for one’s financial future, and it is important to be aware of tax aspects associated with certain options, choices, and decisions you may or will make. The sooner you can learn about tax benefits and effects of strategies available to you, the more time you will have to plan, prepare, and take advantage of them in building the future that you want.

Attend this webinar to learn more about:

  • The difference between Tax Deductions and Tax Credits
  • Tax-advantaged ways to save for College
  • Tax-advantaged ways to save for Retirement
  • The importance of a sound, tax-sensitive investment strategy
  • Types of Insurance to consider
  • Your Social Security Benefit
  • Taxation of Pension, Social Security, and Retirement Plan withdrawals
  • The importance of an Estate Plan

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 New Rochelle FUSE Welfare Fund 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 New Rochelle FUSE Welfare Fund.