Individual Consultations

MTI - December

Sign up for an individual consultation with Steve Pike, Member Benefits Consultant, from WEA Member Benefits.

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.

Location: 33 Nob Hill Road, Madison, WI

Created by:   Member Benefits
 
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Date (mm/dd/yyyy) Time (CST) Available Slot
12/11/2018 (Tue.) 3:00pm - 4:00pm  

Individual Consultations

 
4:00pm - 5:00pm  

Individual Consultations

 
Already filled
5:00pm - 6:00pm  

Individual Consultations

 
Already filled
6:00pm - 7:00pm  

Individual Consultations

 
Already filled
12/12/2018 (Wed.) 3:00pm - 4:00pm  

Individual Consultations

 
Already filled
4:00pm - 5:00pm  

Individual Consultations

 
Already filled
5:00pm - 6:00pm  

Individual Consultations

 
Already filled
6:00pm - 7:00pm  

Individual Consultations

 
12/13/2018 (Thu.) 3:00pm - 4:00pm  

Individual Consultations

 
Already filled
4:00pm - 5:00pm  

Individual Consultations

 
Already filled
5:00pm - 6:00pm  

Individual Consultations

 
Already filled
6:00pm - 7:00pm  

Individual Consultations

 
Already filled
12/17/2018 (Mon.) 3:00pm - 4:00pm  

Individual Consultations

 
4:00pm - 5:00pm  

Individual Consultations

 
Already filled
5:00pm - 6:00pm  

Individual Consultations

 
6:00pm - 7:00pm  

Individual Consultations

 
12/18/2018 (Tue.) 3:00pm - 4:00pm  

Individual Consultations

 
4:00pm - 5:00pm  

Individual Consultations

 
Already filled
5:00pm - 6:00pm  

Individual Consultations

 
Already filled
6:00pm - 7:00pm  

Individual Consultations

 
Already filled
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