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WEA Member Benefits Financial Consultations – Sign Up

August 2 - August 23

|Recurring Event (See all)

One event on August 9, 2017 at 12:00am

One event on August 16, 2017 at 12:00am

One event on August 23, 2017 at 12:00am

Attention Green Bay Area Public School District Teachers, Staff, and Administrators!
Steve Bader is a retired-teacher from De Pere and he’s your Member Benefits Consultant from WEA Member Benefits.  Steve will be onsite to meet with staff.
WHAT:  FREE 30-minute Financial Consultation
WHEN:  Register for an appointment in August by clicking on the link below.
Sign up here for your consultation on August 2, 9, 16, or 23 http://www.signupgenius.com/tabs/23672DF02AFC8ECC42-august

WHERE:  GBEA Office, 2256 Main Street
This is ideal if you are just getting started, have specific questions, or would like a quick check-in.  Because these are held onsite in the district, it’s a convenient way to meet with someone face-to-face to get some general help or guidance.
Steve 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 basics
*   Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA
*   Investment/Account Fees
*   Budgeting
*   Tips for purchasing personal insurance
*For WRS Calculations please schedule an appointment with our Financial Planner.
Some things to bring along to your consultation include:

*   Recent paycheck stub
*   Recent 403(b) and/or IRA account statements
*   WRS statement
*   Other financial information you would like reviewed
*Open to all Green Bay Area Public School District teachers, staff, and administrators.  Spouses/partners welcome.
Can’t make it to a consultation but want to talk to someone? Sign up for a 30-minute phone consultation and speak to a Retirement and Investment Consultant. Find a time and day that’s convenient for you at www.weabenefits.com/consults http://www.weabenefits.com/consults

Details

Start:
August 2
End:
August 23
Event Category:
Website:
http:// http://www.signupgenius.com/tabs/23672DF02AFC8ECC42-august

Venue

GBEA office
2256 Main Street
Green Bay, WI United States
+ Google Map
Phone:
(920) 468-4232