By Mitch Goldberg Director of the Welfare Fund

FINANCIAL PLANNING PROGRAM
Teamsters Local 237 Welfare Fund offers a Financial Planning Program for all Citywide and Housing members. The program is designed to provide you with a personal financial planner to review your finances, to help answer your financial questions and /or assist you with the development of a financial strategy. There is no cost to you, the program is paid for by the Welfare Fund.

Stacey Braun Associates, Inc. is the firm that administers the program and is one of the 500 largest investment advisors in the world. The Financial Counseling Program is intended to provide you with access to qualified professionals, Certified Financial Planners® and Registered Investment Advisors who are available to work with you to provide objective and unbiased advice regarding: debt management, deferred compensation allocations and decisions, retirement planning, insurance, investing, college planning, budgeting, rollovers, and much more. Stacey Braun representatives are prohibited from selling investment products or insurance. If you are interested in taking advantage of the Financial Counseling Program, please contact Stacey Braun Associates, Inc. at 1-888-949-1925 or email JLandicho@staceybraun.com.

PENSION COUNSELING SERVICES
Individual pension counseling is available on an appointment basis for Citywide and Housing members. You can receive advice on pension options, procedures for applying for pensions, how to make the most of your retirement arrangements and other matters relating to your individual pension questions. You may set up an appointment by calling the Pension Counseling Appointment Desk at (212) 807-0555.

Stacey Braun will be offering webinars this spring. Please call 1-888-949-1925 for further information if you are interested.

A six-week retirement planning series is offered twice a year by Local 237 retirees Division. Topics such as pension, Social Security, health insurance coverage in retirement, and lifestyle adjustments are discussed in different sessions. Citywide and Housing members may call the Retiree Division at 212-807-0555. For more information regarding retirement planning the Retiree Division is sponsoring a pre-retirement online seminar April 17 & 18.

The Trustees of Teamsters Local 237 offer these benefits so that you can secure a stable and successful financial future for you and your family. Many members do take advantage of these benefits but many are unaware that we offer these services free for you to access and plan for financial success.