 Stacey Braun Associates, Inc. Financial Counseling Program provides you with access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance. This month, on March 28th, a Stacey Braun representative will be in 2 buildings; Austin Road & Fulmar Road. Call ahead for a consultation. To Make an Appointment Call Stacey Braun at (888) 949-1925. YOU'RE NEVER TOO YOUNG TO START  A representative from Stacey Braun Associates will be coming to provide information about 403b plans. This is a unique opportunity to get unbiased information about the various 403b plans that are available to YOU.
If you plan to attend, please email ClementsE@mahopac.k12.ny.us, or let one of your MTA Benefit Fund trustees know so we can ensure there will be enough materials for you. If you find yourself available to attend at the last minute, and you didn’t RSVP, please come anyway! We look forward to seeing you. TUESDAY, MARCH 27, 2018 
There are 2 options to pay for your family dental coverage. 1. OPTION 1 – Full Payment: If you wish to purchase spouse or a single dependent coverage or family the MTABF must receive payment in full by March 31st. You may defer some or all of this cost by using the variable benefit for the following school year. To apply the variable benefit, this form must be accompanied by a claim form. 2. OPTION 2 – Biannual Payment: If you wish to purchase family coverage and would like to take advantage of biannual payments you must use the variable & make an additional payment for the remaining balance. The MTABF must receive the first half of the payment by March 31st & the second payment of by June 30th. To apply the variable benefit, this form must be accompanied by a claim form. You may elect to use your following school year variable benefit to defray the cost of your dental. If you elect to do this, a Variable Benefit Claim Form must be submitted w/ your dental enrollment. If you are planning on retiring, you are NOT eligible to do this. All requests for dependent and family dental coverage must be submitted with payment to the MTA Benefit Fund (check payable to MTABF) by March 31st and mailed to: MTA Benefit Fund C/o Preferred Group Plans, Inc. P.O. Box 15136 Albany, NY 12212-5136 (*Managerial Confidential* - In order to ensure that your dependents are properly covered, please provide your dependents information & send in the enrollment form, mark it as Managerial Confidential, to Preferred.) SEE ALL DENTAL INFO  The Mahopac Teachers Association Benefit Fund will reimburse the member a portion of his/her out-of-pocket major medical deductible incurred on behalf of the member and/or his/her eligible dependents, once during a calendar year. This benefit will be paid upon reaching the deductible or at the end of the calendar year whichever comes first.
To obtain this benefit, the member must submit all necessary major medical statements showing the date, doctor or hospital, and event for which the deductible was used and submit them with the Benefit Fund claim form within 90 days of reaching the deductible or the end of the calendar year, whichever comes first. Completed forms should be mailed to: Mahopac Teachers Association Benefit Fund c/o Preferred Group Plans P.O. Box 15136 Albany, NY 12212-5136 Download the form You're never too young to start saving for retirement  A representative from Stacey Braun Associates will be coming to provide information about 403b plans. This is a unique opportunity to get unbiased information about the various 403b plans that are available to YOU.
If you plan to attend, please email ClementsE@mahopac.k12.ny.us, or let one of your MTA Benefit Fund trustees know so we can ensure there will be enough materials for you. If you find yourself available to attend at the last minute, and you didn’t RSVP, please come anyway! We look forward to seeing you. Wednesday, January 17, 2018 High School Mini-theater 1st presentation – 3pm or 2nd presentation – 4pm  If you don't go out & vote you might as well have voted YES to open the Constitutional Convention Educate yourself! Financial Counseling is the process of establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all of your existing resources, developing a plan to utilize them, and systematically implementing the plan in an effort to achieve your short-term and long-term goals. Stacey Braun Associates, Inc. Financial Counseling Program provides you with FREE access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance. A Stacey Braun representative will be in one building each month. Call ahead for a consultation. To Make an Appointment Call Stacey Braun at (888) 949-1925. Get more information about financial counseling.   The attorneys retained by the MTA Benefit Fund will be giving FREE consultations in each of the buildings throughout the school year. Members may meet with one of the attorneys at any of the schools. Members should call Mirkin & Gordon ahead of time for an appointment & then meet with the lawyer at the designated building at a time that is convenient for both the member & the lawyer. The lawyers will only come if you call ahead of time. To make an appointment with an attorney call the offices of Mirkin and Gordon at 914-997-1576 Find out more about your LEGAL OPTIONS   An associate from Stacey Braun will be in Mahopac on the following dates:
Stacey Braun Associates, Inc. Financial Counseling Program provides you with access to qualified professionals, such as Certified Financial Planners and Registered Investment Advisors who can help you achieve your financial goals. Whether you need a comprehensive financial plan or an answer to a financially related question, Stacey Braun’s professionals are available to work one-on-one with you to provide quality assistance. A Stacey Braun representative will be in one building each month. Call ahead for a consultation. To Make an Appointment Call Stacey Braun at (888) 949-1925. |
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