Free Financial Consultations at MTI in February, March and April!
Attention MTI Members!
Steve Pike is a retired MTI teacher and current Member Benefits Consultant for WEA Member Benefits. Steve will be onsite to meet with staff.
WHAT: FREE 30-minute Financial Consultation
WHEN: Appointments are available on the following dates:
You can register for a date and time by clicking on one of the links below:
WHERE: MTI, 821 Williamson Street, Madison, WI
This is ideal if you are just getting started, have specific questions, or would like a quick check-in. Because these are held onsite in the district, it’s a convenient way to meet with someone face-to-face to get some general help or guidance.
Steve can answer your specific questions on a wide range of financial topics such as:
Reasons to start a 403(b) or IRA savings account and how to enroll
Wisconsin Retirement System basics (Bring your WRS statement)
Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA
Tips for purchasing personal insurance
Some things to bring along to your consultation include:
Recent paycheck stub
Recent 403(b) and/or IRA account statements
Other financial information you would like reviewed
Promoted by MTI!
Can’t make it to a consultation but want to talk to someone? Sign up for a 30-minute phone consultation and speak to a Retirement and Investment Consultant. Find a time and day that’s convenient for you at www.weabenefits.com/consults.