Financial Planning Consultation: Share Your Experience!

We want to hear about your experience with the free Financial Planning benefit!
Word of mouth is the best form of advertising and we would like to use your experience in a "PEF Member Story", that we can share with PEF members and retirees so more of your fellow members will take advantage of this valuable benefit.

Please view the members' stories below for an example of how we plan to develop and share your story if you are willing to help us.

Joseph Battista's Retirement Planning Story

Dianne Ham's Investment Planning Story

Moshe Stempel's Financial Preparedness Story

If you have participated in a financial planning consultation with Stacey Braun Associates, Inc., our Financial Planning Benefit provider, and you are willing to share your story, please provide your contact information below, check the box that indicates your agreement to create a Member Story, and then fill out the questions below.

You may receive a call or email from PEF MBP staff, to follow up on content submitted if more information or clarification is needed. Your experience will be developed into a Member Story similar to the examples above and you will receive a copy for review and approval prior to use.

Name*

First Last

Email*

Do you agree to have your name and comments/testimonial used for marketing purposes which may include (but are not limited to) usage on our website, social media, and print materials.*

Yes, I agree!
No, I do not agree.

How did you make your financial planning decisions, prior to visiting with a representative from Stacey Braun Associates?*

What were three points of frustration you faced prior to visiting with a representative from Stacey Braun Associates?*

What was the big ah-ha moment when you decided to schedule an appointment to use the free Financial Planning benefit through the PEF Membership Benefits Program?*

Was this your first time meeting with a Certified Financial Planner from Stacey Braun?*

How would you describe your appointment experience?*

What aspect of meeting with a financial planner has been the most valuable to you?*

In what way has the information and recommendations provided by the advisor impacted your finances? In what way has it impacted your planning process?*

How soon will you schedule another appointment using the free Financial Planning Benefit?*

What are the biggest reasons you would recommend this benefits to other PEF members?*

Is there anything else you would like to mention?

Since you have declined, is there any feedback you would like to provide to the PEF Membership Benefits Program?