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Educator to Educator video series

No matter what point you are at in your life and career, it’s always the right time to be planning for your future. In this video series, Wisconsin educators talk about planning for their future, starting early, building financial knowledge, and tapping into trusted resources as they reflect on their experiences with WEA Member Benefits.

Ann Swenty          |          Emily Piehl         |          Matt Robisch          |          Patrick Kubney          |          Randy Stutzman

Ann Swenty

Ann grew up in Brookfield and started her teaching career in Waupaca. Today she lives in Tomahawk and has been teaching kindergarten for 25 years. She encourages her cohorts to save for retirement as soon as they can. Ann is married to Scott, former principal at Tomahawk High School, who is now retired. They have three grown children and seven grandchildren.

Ann saves with a 403(b) from Member Benefits and also has our auto and home insurance.

This individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of this statement.

Saving For Your Future

Emily Piehl

Emily began her career as a Speech and Language Pathologist in the Wisconsin Dells school district in 2015. Both of her parents are retired educators, so working in a school districts “feels like a very comfortable place.” Creating a financial plan and meeting with a Member Benefits financial planner early on helped her get a solid start on saving for retirement.

Emily saves with our 403(b) and has taken advantage of our free financial consultation.

This individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of this statement.

Hit The Ground Running

Matt Robisch

Matt is a band director for the Rib Lake School District and has been a musician all of his life. Whether it’s a leading a band lesson, mentoring a student, or having great success in a program or parade, it’s the breakthrough moments with students that make teaching so valuable to him.

Matt lives in Rib Lake with his wife and three sons. He has taken advantage of Member Benefits’ free consultations and invests in our 403(b) and IRA programs “because the fees are low, the service is excellent, and they are people I can trust.” He also has our home and auto insurance.

This individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of this statement.

Keys to Financial Success

Patrick Kubney

Patrick teaches Business Education at Rhinelander High School. His wife Katrina teaches at the elementary school in Elcho. Since family members may be eligible for many of Member Benefits programs, the oldest of their two teenage children just began saving for her future with a Roth IRA.

Always an advocate for financial education, Patrick is nationally certified to teach financial literacy and was a 2013 Recipient of the Governor’s Financial Literacy Award. He helped create Wisconsin Educational Communications Board website and is also a past recipient of Member Benefits’ Financial Mentor Award.

Patrick has our 403(b) and Roth IRA, as well as home, umbrella, and equipment breakdown insurance.

This individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of this statement.

Building Your Financial Knowledge

Randy Stutzman

Randy is a retired educator who lives with his wife Lori outside of Fall Creek in a log house that they built together. He was a Wisconsin public school teacher for 35 years and taught at Augusta High School for the last 28. He advocates for paying yourself first and taking advantage of financial resources.

Randy has a 403(b) and Roth IRA with Member Benefits.

This individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of this statement.

 

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