Getting an annual financial tune-up, utilizing the financial planning benefit made available to you through the PEF Membership Benefits Program, is something every PEF member and retiree should take advantage of. Your membership provides this at no cost to you when you use the services of our partners, Stacey Braun Associates and Clearpoint.
As part of your free, one hour, personal consultation and comprehensive financial overview, a Stacey Braun Associates’ Certified Financial Planner® or Registered Investment Advisor will review your financial status. No investment or insurance products are sold – you receive free financial advise only. Depending upon your unique situation, the planner might recommend that you speak to a credit counseling expert as well. This benefit is made available through Clearpoint Credit Counseling Solutions and includes a confidential discussion with a Clearpoint Certified Credit Counselor who can provide advice and guidance regarding financial hardship.
The chart below depicts how credit counseling fits within the total financial planning and education benefit for PEF members and retirees.
|FREE overview of your financial picture||Symptoms of financial crisis*|
|Establish financial goals/action plan
to reach goals
|Immediate debt counseling|
Note: Credit counseling sessions are free to represented PEF Members and Retirees, but if you enter into a debt repayment plan with Clearpoint, then monthly fees will be applied
Financial planning will help you:
Financial education seminars are available for groups. All seminars are conducted by a Stacey Braun Certified Financial Planner* or Registered Investment Advisor. No investment or insurance products are sold during these seminars. To arrange for an educational seminar, PEF Division Leaders should contact PEF Membership Benefits Program at firstname.lastname@example.org. Topics available include: