Madison Seminars and Financial Consultations

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

FREE Financial Seminars

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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.

>> Thursday, March 15: Preparing for Retirement

If you're within 10 years of retirement, this seminar can help you understand the different retirement planning options available to you and the implications of the decisions you make as you approach retirement. Sign up for Preparing for Retirement...

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.


>> Sign up for a consultation in March

>> Sign up for a consultation in April

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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