What we offer

Financial Seminars

WEA Member Benefits can help your district create a winning financial wellness program geared specifically toward Wisconsin public school employees. We can provide complimentary:

  • Financial seminars
  • Financial workshops
  • Onsite individual financial consultations, and more
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Employee financial wellness starts with the employer and benefits everyone

Engagement in workplace retirement plans is fundamental to employees’ retirement readiness. When saving for the future, how prepared are your employees?

Member Benefits can help you explore the role school districts have in preparing their employees for retirement. Here are some of the topics we can help you address:

  • Why having financially healthy employees saves school districts money.
  • Why your employees aren’t saving and what you need to know to help them become financially healthy.
  • The importance of financially healthy employees and the need for workplace financial wellness programs.
  • A checklist every 403(b) plan should have.
  • Future trends in school district 403(b) plans.
  • Effective ways to encourage retirement savings at no additional cost to the district.

Building a successful financial wellness program in your district with the help of WEA Member Benefits

We can help you build a successful financial wellness plan in your district by offering tailored communications and services to your employees.

Together with your Worksite Benefit Consultant, our staff at WEA Member Benefits will work with you to devise a worksite benefit program with resources, services, and financial education tailored to your employees’ needs. To optimize this opportunity, here are some options to consider:

How do you prefer to communicate with your staff about your wellness program?

  • Website content.
  • Email communications.
  • Articles and announcements.
  • Printed flyers, poster, brochures, etc.

How and where will Member Benefits access staff?

  • Onsite access for personal consultations.
  • Before or after school.
  • Special group event (wellness/benefits fair).
  • Staff meetings.

Financial education for your employees

Adding a financial wellness program into your workplace professional development plan can help your employees understand key financial topics and make sound financial decisions. One way Member Benefits can help your district create a winning financial wellness program is by providing free financial seminars geared specifically toward Wisconsin public school employees.

Seminars are typically about an hour in length and designed to accommodate in-service, early release, and faculty meetings as well as after-hour meeting venues.

All financial wellness seminars are offered onsite and free-of-charge.


Seminar options (1 hour)

Budgeting and Saving Basics Get on Track to Financial Security
Investment Basics Preparing for Retirement
Retirement Planning Wisconsin Retirement System (WRS)
A Conversation Every Family Should Have: Long Term Care Options from a Healthcare Perspective Women and Retirement

Budgeting and Saving Basics

Having a budget is a key component of any financial plan. You can’t have a plan without a clear understanding of what money is coming in, what is going out, and where it is going. Developing a budget can empower you to take control of your finances. We discuss:

  • The benefits of a written budget and how to create one.
  • How to evaluate your income and read your pay stub.
  • How to categorize and reduce your expenses.
  • How to avoid common financial mistakes.
  • The importance of paying yourself first and how it can improve your financial future.
  • The value of employee benefits and how to use them.
  • Tips for managing debt.
  • How saving for the future is possible—and necessary.

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Get on Track to Financial Security

This seminar is designed to teach employees of all ages the basics of investing and retirement planning. In this session we provide information about how to achieve long-term financial goals. You will also:

  • Determine your retirement income needs.
  • Learn what retirement income sources are available to you.
  • Learn the importance of reducing product fees and tips about how to make your money work harder for you.
  • Learn about the advantages of different savings options (Roth IRA, Traditional IRA, TSA, or 403(b), and deferred compensation.
  • Learn how to properly diversify your investment dollars.

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Investment Basics

Learning the basics of investing is the first step to building an investment strategy. Many never get past this first step because they don’t have the time or are afraid it’s too complicated. If this describes you, this is your chance. Whether you are just starting out or have been investing and want to know more, this one-hour seminar will be a good investment of your time.

You will learn:

  • About the different asset classes and the role each plays in an investment portfolio.
  • How history lessons can help you with long-term investment strategies.
  • The importance of diversifying your investments.
  • About your risk tolerance.
  • How to avoid common investment mistakes.
  • How fees impact your investment returns.

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Preparing for Retirement  *popular seminar

This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers:

  • The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social Security, and personal savings.
  • The various annuity options available from the Wisconsin Retirement System.
  • Retirement timeline (including eligibility dates and requirements for WRS withdrawals, health insurance, etc.
  • Personal savings withdrawal issues and tax implications.
  • Common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions to help employees reach their retirement goals.

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Retirement Planning

Wisconsin public school employees approaching retirement typically have questions about what they need to do to prepare. This information is appropriate for those within 10+ years of retirement and will provide:

  • An overview of the sources of retirement income available to public school employees, including the Wisconsin Retirement System, Social Security, and personal savings.
  • Information on how to determine your retirement income needs.
  • An understanding of common roadblocks to successful retirement planning.
  • A pre-retirement checklist of important things to consider.
  • Tools and solutions for achieving retirement goals.

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Wisconsin Retirement System (WRS): Your State Pension Plan

WRS, the state pension plan, will be a source of retirement income for most Wisconsin public school employees. Understanding this benefit will help educators better plan for their future. Learn to:

  • Read/interpret your pension statement.
  • Calculate your WRS pension benefit.
  • Choose an appropriate annuity option.
  • Purchase forfeited service.
  • Determine whether you will have a retirement income gap.

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A Conversation Every Family Should Have: Long Term Care Options from a Healthcare Perspective

Experts say 70% of those who reach age 65 will need some type of long-term care (LTC) during their lifetimes. Long-term care insurance may minimize the impact of any LTC expenses you may incur in retirement.

Join Eileen Dunn as she discusses options for elder care, the role state and Federal programs in LTC, and types of LTC insurance available.

Eileen is an expert in geriatric and elder care and helps families determine the best options available for their loved ones. She has degrees in Social Work and Health Services Administration, is certified through the National Academy of Certified Care Managers, and is a member of the National Association of Professional Geriatric Care Managers.

Program administered by Associates of Clifton Park. Long-term care (LTC) insurance products are underwritten by multiple LTC insurers.

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Women and Retirement

Women are at a much higher risk of facing financial uncertainty in retirement and retiring with considerably less savings than men. This presentation will help you to understand the common financial hurdles women face and tips and resources to help you prepare to meet those challenges head on. We will discuss:

  • Retirement Considerations
  • Obstacles that women face in saving for retirement
  • Strategies and ways to overcome those obstacles
  • Tips and Guidance to help you become more financially secure

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