Individual Consultations

CRUE/Region 4 - February 26

Save smart. Get a plan. Build wealth.

Wondering where to start? Are you on the right track? Individual consultations can help answer both of those questions!

Bruce Winchester, Member Benefits Consultant, can answer your specific questions on a wide range of financial topics such as:

  • Retirement
    • Why start a 403(b) or IRA savings account?
    • How to enroll in a 403(b) or IRA savings account.
    • Wisconsin Retirement System (WRS) basics.
      • Check out this WRS video on our Web site to help guide your WRS questions.
    • Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA.
  • Financial Accounts
    • Review existing WEA Member Benefits account(s).
    • Have an account you want to move to us?
  • Tips for purchasing home and auto insurance

Spouses/partners welcome.

Photo ID is required to access and discuss Member Benefits account information during the consultation.

I'm in! Sign up for one of the time slots below.

We look forward to meeting with you!

Date: 02/26/2020 (Wed.)

Location: CRUE/Region 4 Office
2020 Caroline St, La Crosse, WI 54603

Created by:   Member Benefits
 
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Time (CST) Available Slot
4:00pm - 4:40pm  

Individual Consultation

 
Lisa Boyer
4:40pm - 5:20pm  

Individual Consultation

 
5:20pm - 6:00pm  

Individual Consultation

 
Kristin Gonia-Larkin
6:00pm - 6:40pm  

Individual Consultation

 
Jennifer Schneider
6:40pm - 7:20pm  

Individual Consultation

 
Kevin Sherry
7:20pm - 8:00pm  

Individual Consultation

 
Rachel Kutzke
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