JOIN US FOR A WEBINAR!

Somers Faculty Association Trust Fund
Financial Planning Essentials Webinar

Thursday, March 16, 2023
4:30PM  Join Webinar
Dial-in Number: +1 646 931 3860
Meeting ID: 861 8324 5073

It’s never too early or too late to plan for your financial future. As Somers Faculty Association Trust Fund members and eligible employees, there are many different avenues to explore regarding which financial strategies are best suited to your specific needs and lifestyle. The sooner you can educate yourself about the strategies available to you, the more time you will have to implement them and build the future that you want.

Attend this webinar to learn more about:

• Budgeting and ways to improve a Credit Score
• Tax-advantaged ways to save for College
• Tax-advantaged ways to save for Retirement
• Investing choices within a Retirement Plan
• The importance of a sound investment strategy
• Types of Insurance you should consider
• Your Pension
• 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

David Bonington
Masters in Finance
Certified Financial Planner™

Stacey Braun Associates is the provider of the Somers Faculty Association Trust 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 Somers Faculty Association Trust Fund.