Chappaqua Benefits Fund

Chappaqua Congress of Teachers Benefit Trust,

c/o The Preferred Group 

PO Box 15136 

Albany, NY 12212-5136 

(866) 989-8995 • Fax (866) 539-1394 Website: www.mytpgplan.com

General email questions: benefitsinfo@thepreferredgroup.com

Legal Services

 

HAROLD, SALANT, STRASSFIELD & SPIELBERG

81 Main Street White Plains, New York 10601

Tel: (914) 683-2500 Ext. 310; Fax: (914) 683-1279

(Christopher Harold’s Home & Cell Telephone Numbers,

For Emergency Use Only: Home (845) 628-7663, Cell (914) 420-8636)

 

Financial Counseling

 

Before you put away the financial records you compiled for your taxes, it’s a great time to take advantage of the Benefit Fund’s Financial Counseling Program. You can schedule an appointment with a CERTIFIED FINANCIAL PLANNER™ from Stacey Braun Associates Inc. in your classroom, the Union office or at Stacey Braun’s New York City office.

 

Call Stacey Braun Assoc. at (888) 949-1925 to make an appointment. To reach them via e-mail and to utilize their proprietary website go to www.staceybraun.com, use “chappaqua” as your user ID. The password can be found in the email sent to all CCBT constituents. 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!! Stacey Braun Planners are prohibited from selling investment or insurance products.

 

Anyone interested in viewing audit reports, please contact any CCTBF member.