Investment Planning

Webinar Available for On-Demand Viewing

Investment Planning

Presented by Stacey Braun Associates, Inc., provider of the Financial Planning & Credit Counseling benefit
Presenters: David Bonington, Paul Kiley & Gerry McGahran

Do you have a financial plan? Need to get your plan back on track? Will you achieve your long-term financial goals? Saving for your children’s education? Will you outlive your income? Investment planning allows you to grow, rather than maintain your savings for greater financial rewards in the future. Investment planning begins with the defining of your financial goals. It requires the careful assessment of many different investment options in order to choose the right vehicles for your portfolio, such as stocks, bonds, mutual funds, and more. The current economic conditions have impacted many financial plans. Participate in this webinar and:
  • Learn about market volatility and how it impacts investments
  • Become better equipped to build your investment plan that may include stocks, bonds, NYS Deferred Compensation, and more
  • Garner information about the taxation of investments
  • Understand the impact that the SECURE Act of 2019 has on annual contribution limits, required minimum distributions, and more
  • Learn how a financial roadmap will allow you to plan appropriately and reassess factors that affect current and future returns
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