Individual Consultations

MTI - October

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!

Steve Pike, 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!

Location: MTI Office
33 Nob Hill Road, Madison, WI 53713

Related files:

Created by:   Member Benefits
 
Already signed up? You can change your sign up.

Date (mm/dd/yyyy) Time (CST) Available Slot
10/02/2019 (Wed.) 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

 
10/21/2019 (Mon.) 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

 
10/22/2019 (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
10/23/2019 (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

 
Already filled
10/28/2019 (Mon.) 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
10/29/2019 (Tue.) 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
©2019 SignUpGenius.
All Rights Reserved.
Privacy Policy | Terms of Service