Madison Seminars and Financial Consultations

FREE Seminars  |  Financial Consultations  |  Long-term care insurance consultations


FREE Financial Seminars


Join experts from WEA Member Benefits as they present a variety of free financial seminars to MTI members.

There are currently no seminars offered at this time.



Financial Consultations

Steve Pike 2017Steve Pike, WEA Member Benefits Member Benefit Consultant will be onsite at the MTI office, 33 Nob Hill Road in Madison, for several days of FREE financial consultations for MTI members.

Whether you're just getting started on your financial journey, have specific questions, or would like a quick check-in, Steve can help answer questions and offer general guidance.



FREE FINANCIAL CONSULTATIONS

Consultations are available in July and August.

>> Sign up for a consultation in August

>> Sign up for a consultation in September

Some topics of discussion may include: 

  • Reasons to start a 403(b) or IRA savings account and how to enroll
  • Wisconsin Retirement System basics
  • Retirement savings strategies (i.e. pretax vs. Roth, 403(b) vs. IRA, etc.)
  • Investment/account fees
  • Budgeting
  • Tips for purchasing personal insurance



Long-term Care Insurance (LTCi) 


none at this time.


ira thanks

Rollover

ECU