Free Financial Consultations in October!

Attention MTI Members!

Sign up for an individual financial consultation at MTI with Steve Pike, WEA Member Benefits Consultant, retired Madison teacher and past MTI President.

WHAT:  FREE Financial Consultation

WHEN:  See Below (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
  • Laptop (if available)
  • Other financial information you would like reviewed

Spouses/partners welcome!

Sign up here for a consultation in October!

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.