Madison Seminars and Financial Consultations

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


FREE Financial Seminars

roadmap to success 2017 summer seminars

Join experts from WEA Member Benefits as they present a variety of free financial seminars to MTI members. Please click on the links below for more information and to register for each session.

>> Student Loan Forgiveness
Wednesday, November 29



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

>> Sign up for a consultation in November

>> Sign up for a consultation in December

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.


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ira thanks

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