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.