Request a one-hour financial consultation

One hour consultIf you are a Wisconsin public school employee and are new to investing and retirement saving, this free* service will help you get started down the road to financial security. This service can assist you with:

  • Understanding and determining appropriate asset allocation.
  • Evaluating your retirement savings account options.
  • Calculating your savings goals.

Appointments are on a first come, first served basis and they fill up fast! Plan ahead and schedule your appointment early. Just fill out the form on this page and you will be contacted within three business days to set up an appointment.

 

*If you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to qualify for the free consultation service.

All investment advisory services are offered through WEA Financial Advisors, Inc.

 

Request your one-hour consultation

Please fill out the form below.

* - required fields

* First Name

* Last Name

* Email

Phone
 
 
* School District

I have an account with WEA Member Benefits and would like to:

      

I do NOT have an account with WEA Member Benefits
and would like to:
 
      

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