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.
*Mail or email completed intake form to
CCE Steuben 20 East Morris Street, Bath, NY 14810 or email@example.com
*Complete a brief initial survey, then again at Feb. 22, May 19 th and July 14th
Survey link: https://www.surveymonkey.com/r/CCESC-1A
*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.
Types of investments that qualify :
Webinars presented by Consumer Action.(Tentative Dates):
For any questions, contact Nancy Reigelsperger 607-664-2573
Last updated January 24, 2023