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WEA Benefits FREE Financial Consultations Copy

February 25 @ 8:00 am - February 27 @ 5:00 pm

Attention CRUE Region 4 Members!

Wondering where to start? Are you on the right track?

Individual financial consultations with WEA Member Benefits can help answer both of those questions!

Tom Gallmann, Member Benefits Consultant, from WEA Member Benefits will be onsite to meet with staff. It’s a convenient way to meet with someone face-to-face to get some general help or guidance.

WHAT:  FREE Financial Consultation

WHEN:  February 25 – 27

 

WHERE:  Conference Room (register by clicking the link below)

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!

For Appointments on Tuesday, February 25, 2020:

https://www.signupgenius.com/go/20f094da8a628a2ff2-crueregion

 

For Appointments on Wednesday, February 26, 2020:

https://www.signupgenius.com/go/20f094da8a628a2ff2-crueregion1

 

For Appointments on Thursday, February 27, 2020:

https://www.signupgenius.com/go/20f094da8a628a2ff2-crueregion2

Details

Start:
February 25 @ 8:00 am
End:
February 27 @ 5:00 pm