Dec 04 2017

Free Financial Consultations in December and January!

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 60-minute Financial Consultation

WHEN:  December 11, 12, 13 or 14 and January 3, 4, 16, 17, 18, 29, and 30 (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 onsite, 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 January consultation  (NOTE: To get to the December sign-up times, click on the “Show More Sign Ups” button in the upper right hand corner of the screen and select December from the drop down menu).

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.