GBEA Seminars and Financial Consultations

Join Ana Bonjour, WEA Member Benefits Worksite Benefit Consultant in Green Bay this summer as she presents a variety of free financial seminars to Green Bay public school employees. Topics include:

  • The Wisconsin Retirement System (WRS) pension
  • How to read your WRS statement
  • Retirement planning
  • Long-term care insurance
  • Basics of personal finance, budgeting, saving for your future, and more.

Please register in advance for one or all of the following sessions. Seating is limited to 25 people per event.

Tuesday, June 27th

10:30-11:30am
How to Read and Verify Your WRS Statement

>> Sign up for this seminar

1:00-2:00pm
How to Read and Verify Your WRS Statement

>> Sign up for this seminar


Tuesday, July 18th

10:30-11:30am
Retirement Planning 101

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11:45am-12:45pm
Long-term Care Lunch ‘n’ Learn

>> Sign up for this lunch and learn

1:00-2:00pm
How to Read and Verify Your WRS Statement

>> Sign up for this seminar


Wednesday, August 9th

10:30-11:30am
Basics of Personal Finance (presented by Educators Credit Union)

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1:00-2:00pm
How to Read and Verify Your WRS Statement

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FREE 30-minute Financial Consultations

baderSteve Bader, WEA Member Benefits Member Benefit Consultant will be onsite at the GBEA office, 2256 Main Street in Green Bay, for several days of FREE financial consultations for GBEA members.

Whether you’re just getting started on your financial journey, have specific questions, or would like a quick check-in, Steve can help answer questions and offer general guidance.

Some topics of discussion may include:

  • Reasons to start a 403(b) or IRA savings account and how to enroll
  • Wisconsin Retirement System basics
  • Retirement savings strategies (i.e. pretax vs. Roth, 403(b) vs. IRA, etc.)
  • Investment/account fees
  • Budgeting
  • Tips for purchasing personal insurance

SUMMER 2017 FINANCIAL CONSULTATIONS

Click on a date below to sign up for a consultation:

June 14 July 12 August 2
June 21 July 19 August 9
June 28 August 16
August 23
Long-term Care Insurance (LTCi)

Tuesday, July 18

11:45am-12:45pm
Individual Long-term Care Insurance Options – SEMINAR

>> Sign up for this seminar

Tuesday, July 18 and Thursday, July 20

10:00am-2:00pm
Individual Long-term Care Consultations

>> Sign up for an individual LTCi consultation