United Probation Officers Association
Financial Planning in Retirement

Wednesday, February 21, 2024
5:00PM  Register Now

Maintaining a financial plan is essential to ensure you have the funds to enjoy retirement. As United Probation Officers Association retirees, 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 enjoy your retirement.

Attend this webinar to learn more about:

  • Retirement timeline
  • Generating Income
  • Investing in Retirement
  • Retirement Accounts
  • Taxation
  • Required Minimum Distributions
  • Insurance Needs
  • Basic Estate Planning
  • 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 in retirement.

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 United Probation Officers Association’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 the United Probation Officers Association.