Invest in your future!

  • Thursday, December 22, 2022, 12:00 PM - Friday, July 7@ 12:00 PM

Invest in your future!

Investing is a crucial element of any long-term financial plan. Knowledge will help you make wise investment choices and put your money to work for you so that it has a greater opportunity to grow and build wealth over time. Remember that all investments start with the first dollar, whatever your age, income, or outlook.

Participant Requirements:

*Complete an intake form here

*Mail or email completed intake form to 

  CCE Steuben 20 East Morris Street, Bath, NY 14810 or

*Complete a brief initial survey, then again at Feb. 22, May 19 th and July 14th

Survey link:

*To receive the $150 incentive for first 20 clients , they must complete all four financial health surveys, participate in a coaching/counseling session or webinar, establish an investment account and make consecutive contributions to an investment account

Incentives will be in the form of digital Visa gift cards.

  • $25 – initial survey completion
  • $25 – at 3 months with proof of open investment account and contribution
  • $50 - at 6 months for proof of continuing contribution to investment account
  • $50 - at 9 months for proof of continuing contribution to investment account

Types of investments that qualify :

  • 529 (qualified education expenses
  • Roth IRA or Traditional IRA
  • Bonds (Treasury, savings, agency, municipal and corporate)
  • 401K (private companies)
  • 457B (Government, local schools and/or nonprofit)
  • 403B (employees of public schools and tax-exempt organizations)
  • Mutual Funds
  • Stocks and Exchange Traded Funds (ETFs)
  • Employer sponsored retirement accounts

Educational opportunities:

Webinars presented by Consumer Action.(Tentative Dates):

  • Feb. 28, 2023
  • March 28, 2023
  • April 25, 2023

For any questions, contact Nancy Reigelsperger 607-664-2573

Last updated January 24, 2023