We are excited to announce a new Financial Counseling Benefit for all Members. Below is information about the program. We will also have a webinar on April 7th at 4:30pm to introduce this new benefit, please click here to register if you have not done so yet.
The Financial Counseling Program (FCP) provides you with a personal financial planner to review your finances, to help answer your financial questions and assist you with the development of a financial strategy. There is no out of pocket cost to you-- the program is paid for by the Trust.
Stacey Braun Associates, Inc. administers the program and is one of the 500 largest investment advisors in the world. Stacey Braun’s representatives are PROHIBITED from selling investment and insurance products and are not affiliated with any of our 403(b) providers.
Topics you can review include:
Debt management Retirement planningInsurance Investing Education planningBudgeting Plus much more
Every member is entitled to six hours of time a year for a financial consultation and follow up. Private, individual consultations are held via web conference, phone, at union office or Stacey Braun’s office. Spouses and/or other family members may attend consultations with you. To schedule an appointment call 1-888-949-1925