RCFA Members: Get A Free Financial Consultation

                                           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 belowAppointments 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:

• Retirement

• Debt Management

• Budgeting

• Investments (403b, etc.)

• Estates

• 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.

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