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Sep 01 2017

Free Financial Consultations in September and October!

Attention MTI Members!

Steve Pike is a retired MTI teacher and current Member Benefits Consultant for WEA Member Benefits.  Steve will be at MTI (33 Nob Hill Road) to meet with staff.

WHAT:  FREE 30 minute Financial Consultation

WHEN:  September 18, 20, 25 or 26 / October 2, 3, 11, 12, 16, 19 or 25 (register by clicking on the link below)

WHERE:  33 Nob Hill Road, 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 at the new MTI headquarters (33 Nob Hill Road), 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

  • Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA

  • Investment/Account Fees

  • Budgeting

  • 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

  • WRS statement

  • Other financial information you would like reviewed

Spouses/partners welcome.

Sign up here for your consultation

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.