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WEA Benefits FREE Financial Consultations
December 13, 2019 @ 8:00 am - 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.
For Appointments on Tuesday, February 25, 2020:
For Appointments on Wednesday, February 26, 2020:
For Appointments on Thursday, February 27, 2020: