Mamaroneck Teachers' Association

As a member of the MTA Welfare Trust Fund, you are entitled to a fully paid, confidential financial review with a Certified Financial Planner from Stacey Braun Associates, Inc.  MTA Trust Fund members can receive six hours of planning over the course of the year in person or by phone and unlimited access to a financial help desk by email or website.  The advice you will receive is free and Stacey Braun Planners are prohibited from selling insurance products or earning commissions from investment products.  

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Your one-on-one session with a Financial Planner can cover a variety of topics that are relevant to your financial present and future.  Topics covered in your confidential review can include:

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• Retirement Planning    

• Debt Management

• Budgeting

• Investments (403b, etc.)

• Estate Planning

• Refinancing

• College Planning

• Financial "second opinion"  

• Life, Disability, Long Term Care Insurance

• Any other financial topic                  

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