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Individual Financial and Retirement Consultations

November 13 @ 1:30 pm - 6:00 pm

Sign up for a time slot here.

Sign up for an individual consultation with Vicki Engle, Member Benefits Consultant, from WEA Member Benefits.

Vicki 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
  • Laptop (if available)
  • Other financial information you would like reviewed

Spouses/partners welcome.

Sign up for a time slot here.

Details

Date:
November 13
Time:
1:30 pm - 6:00 pm
Event Categories:
,

Venue

KEA Office
3030 39th Ave, #117
Kenosha, WI 53144 United States
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Phone:
262-654-2127