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Beware the free lunch! But if you MUST go...

Last Updated: 5/28/2015 1:56:34 PM

Financial service firms are increasingly focusing on older adults by offering them a free meal in order to sell their investment products. However, their marketing and sales materials may contain claims that are exaggerated, misleading, or otherwise unwarranted. If you decide you must attend one of these seminars, here are some important questions you should ask as well as some resources to help protect yourself.


A cautionary tale: No free lunches!

Last Updated: 5/28/2015 1:57:19 PM

Seminar invites and ads targeted at seniors should be scrutinized for “red flag” language that SEC investigators say is meant to lure you in. Because seniors are a growing segment of investors, financial services firms are increasingly focusing their marketing and sales of investment products to investors in or nearing retirement. If it sounds too good to be true, it probably is.


Take a closer look at your insurance coverage

Last Updated: 5/18/2015 9:20:13 AM

An insurance consultation with Member Benefits is a free service to Wisconsin public school employees. Our personal insurance consultants can review your current insurance coverage to help you avoid paying too much and fix common coverage errors that could leave you at risk. Have an insurance consultation by May 31, 2015 and you’ll be entered in a drawing for an iPad mini!


Your Story

My 2 cents

Published: 04/30/2015  

My 2 centsSarah Klein is a 27-year-old art teacher—and a Millennial (born 1980 through mid-2000s). It’s a generation now facing adult decisions about their finances. Sarah shares her story about coming into her own financially and learning that, even when dealing with debt, she can and should still save for her future.

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