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Individual Financial and Retirement Consultations
October 2, 2018 @ 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
- 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