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, February 7: Preparing for Retirement

Ben Senson, longtime Madison Memorial High School teacher who has successfully navigated the Student Loan Forgiveness process will share his experiences as he describes three main types of Student Loan Forgiveness commonly available to many MMSD employees. 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.



FREE FINANCIAL CONSULTATIONS

>> Sign up for a consultation in December

>> Sign up for a consultation in January

>> Sign up for a consultation in February

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) 


Join specialists from the WEA Member Benefits Long-Term Care Insurance Program to learn about new long-term care insurance options for 2018. Click on the links below to sign up for an informational session. All sessions will be held in Madison at WEA Member Benefits: 660 John Nolen Drive.


Long-term care insurance products are underwritten by multiple LTC insurers. Program administered by LTCi Marketing Administrators, (LiMA).

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