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FREE Financial Consultation

August 12 @ 8:00 am - August 13 @ 8:00 pm

Tom 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 (WRS) basics
  • Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA
  • Investment/Account Fees
  • Tips for purchasing home and auto insurance

Photo ID is required to access and discuss Member Benefits account information during the consultation. For WRS Calculations please schedule an appointment with our Financial Planner.

Spouses/partners welcome.

 

Sign up here for your consultation on August 12

 

Sign up here for your consultation on August 13

 

Can’t make it to a consultation but still want your questions answered? Sign up for a 30-minute phone consultation with a Retirement and Investment Consultant. Check out www.weabenefits.com/consults to find a convenient time and day for you.

 

Details

Start:
August 12 @ 8:00 am
End:
August 13 @ 8:00 pm