Individual Consultations

MTI - July/August

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 home and auto 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 (CDT) Available Slot
07/09/2019 (Tue.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
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12:00pm - 1:00pm  

Individual Consultations

 
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1:00pm - 2:00pm  

Individual Consultations

 
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2:00pm - 3:00pm  

Individual Consultations

 
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07/10/2019 (Wed.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
Already filled
12:00pm - 1:00pm  

Individual Consultations

 
Already filled
1:00pm - 2:00pm  

Individual Consultations

 
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2:00pm - 3:00pm  

Individual Consultations

 
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07/16/2019 (Tue.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
Already filled
12:00pm - 1:00pm  

Individual Consultations

 
Already filled
1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
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07/17/2019 (Wed.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
Already filled
12:00pm - 1:00pm  

Individual Consultations

 
Already filled
1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
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07/18/2019 (Thu.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
12:00pm - 1:00pm  

Individual Consultations

 
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1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
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07/24/2019 (Wed.) 10:00am - 11:00am  

Individual Consultations

 
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11:00am - 12:00pm  

Individual Consultations

 
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12:00pm - 1:00pm  

Individual Consultations

 
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1:00pm - 2:00pm  

Individual Consultations

 
2:00pm - 3:00pm  

Individual Consultations

 
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07/25/2019 (Thu.) 10:00am - 11:00am  

Individual Consultations

 
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11:00am - 12:00pm  

Individual Consultations

 
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12:00pm - 1:00pm  

Individual Consultations

 
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1:00pm - 2:00pm  

Individual Consultations

 
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2:00pm - 3:00pm  

Individual Consultations

 
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08/05/2019 (Mon.) 10:00am - 11:00am  

Individual Consultations

 
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11:00am - 12:00pm  

Individual Consultations

 
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12:00pm - 1:00pm  

Individual Consultations

 
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1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
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08/06/2019 (Tue.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
Already filled
12:00pm - 1:00pm  

Individual Consultations

 
Already filled
1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
Already filled
08/07/2019 (Wed.) 10:00am - 11:00am  

Individual Consultations

 
Already filled
11:00am - 12:00pm  

Individual Consultations

 
Already filled
12:00pm - 1:00pm  

Individual Consultations

 
Already filled
1:00pm - 2:00pm  

Individual Consultations

 
Already filled
2:00pm - 3:00pm  

Individual Consultations

 
Already filled
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