Oct 25 2017

Free Financial Consultations in November and December!

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:  November 2, 16, 14, 22 or 27, December 11, 12, 13 or 14 (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 

(to access the December dates from the link click on the Show More Sign Ups box in the upper right hand corner of the page)

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.