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 onsite to meet with staff.

WHAT:  FREE Financial Consultation

WHEN:   September 25 and 26 (register by clicking the September link below)

                    October 23-25 and October 29-30 (register by clicking the October 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
  • Laptop (if available)
  • Other financial information you would like reviewed

Spouses/partners welcome.

 Click here to sign up for a September consultation

 Click here to sign up for an October 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.