RCFA BENEFIT TRUST FUND
TO ALL MEMBERS
RE: Stacey Braun Associates, the provider of our Financial Planning Benefit.
A Certified Financial Planner from Stacey Braun Associates will be holding consultations at school locations on the dates listed below. Appointments are now available beginning at 9:00 am with the last appointment at 4:00 P.M. Call Stacey Braun Assoc. at (888) 9949-1925 to make an appointment. If these dates are not convenient for you, you should still contact Stacey Braun Associates and other arrangements can be made.
February 12, 9:00-12:30 Middle School
1:00-4:00 High School
March 12, 9:00-12:30 Aquebogue Elem.
1:00-4:00 Phillips Ave. Elem
April 9 9:00-11:30 Pulaski
12:00-2:00 Roanoke Elem
2:30-4:00 Riley Ave. Elem. * All meetings will start in Faculty Room if member has a better room available meeting will be moved to that location.
Topics you might want to cover in your confidential review can include:
present and future. Topics you might want to cover in your confidential review can include:
• Debt Management
• Investments (403b, etc.)
• Elder Care
• Education Funding Methods
• Financial “second opinion”
• Life, Disability, Long Term Care Insurance
• Any other financial topic
Remember, these services are paid by the Benefit Fund and are free to you!! You can also have family member(s) attend these consultations with you.
Stacey Braun Planners are prohibited from selling investment or insurance products.