Financial education

Seminars

Take advantage of our free seminars on a variety of financial topics that take place throughout the year.

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Providing financial education to our members is one of our paramount goals.

One of the ways we do that is through a variety of seminars tailored to the needs of Wisconsin public school employees.

Seminar topics we offer include retirement planning, WRS, budgeting, personal insurance, and much more. See our seminar descriptions page for details.

Seminar descriptions.

These products and services are offered to Wisconsin residents.

Understanding WRS – On Demand Seminar

The Wisconsin Retirement System (the state pension plan) will be a source of retirement income for most Wisconsin public school employees. How much do you know about this important benefit? In this three-part series, learn about WRS, how it works, how to read your statement, how benefits are calculated, the different payout options available at retirement, core versus variable fund participation, and much more.

Video series coming soon.

Contribution rates and other figures are subject to change each year. Please visit etf.wi.gov for more information.

 

Check the background of our investment professionals on FINRA’s BrokerCheck.

Kelly BehnkeKelly Behnke, TGPC, CIC, CISR, ACSR™

Kelly has been with WEA Member Benefits since 2000. She has a high level of knowledge regarding 403(b) plan documents and compliance that she has shared with public school districts around the state. Kelly also assists districts and school employees by providing financial education, information, and product opportunities to assist them with building their financial security and making sound financial decisions.

Kelly holds a BBA from Edgewood College, Series 6 and 63 securities licenses, and life, health, property and casualty licenses. She is also holds Certified Insurance Counselor (CIC), Certified Insurance Service Representative (CISR), Accredited Customer Service Representative (ACSR,) and Tax-Exempt and Governmental Plan Consultant (TGPC) designations.  She is a registered representative of WEA Investment Services, Inc., a broker/dealer.

Kelly lives in Portage with her husband and son Calvin and has three grown daughters, Courtney, Kendra, and Sierra. She is a grandma to the cutest grandsons ever and enjoys spending time with her family and friends along with skiing, hunting, curling, camping, and many other outdoor activities.

Email Kelly Behnke

Paul RushmannPaul M. Rushmann, ChFC®, CLU®

Paul has over 35 years of experience working with individuals, families, and businesses securing their futures through education and proper product selection. He has worked with financial advisors across the United States, helping them provide for their clients by presenting workshops and educational boot-camps on the types of planning necessary to provide for the Certainty of Uncertainty when it comes to financial security.

Member Benefits has developed a myriad of resources, including presentations, which are designed to educate and inform members as to how to make good financial decisions in order to obtain a secure future and retirement. As a Worksite Benefit Consultant, Paul sees his primary responsibility to be a coordinator of these resources and offerings.

On a personal note, Paul and his wife Kristy live in Chippewa Falls with their little 10# Yorkie-Poo named Mani, and have many friends and family close by. Paul has two grown children and three grandchildren that keep he and Kristy busy and entertained as well. They enjoy many of the outdoor activities that the Chippewa Valley and Northwest Wisconsin provides including fishing, biking, and exploring.

Email Paul Rushmann

Shobi Samuel, CRPS®

Shobi has been with WEA Member Benefits since 2018. Prior to becoming a Worksite Benefit Consultant, he was a specialist in the Retirement and Investment Services department. As a specialist, he helped members plan for retirement by assisting them with investment trades as well as moving other retirement accounts into WEA Member Benefits. Shobi enjoys helping people and seeing them succeed in their financial future.

Financial wellness begins with your district and benefits everyone. Member Benefits offers a wide library of resources, including informational seminars, designed to make financial literacy relatable and educate the audience as to how to make good financial decisions in order to obtain a secure future and retirement. Shobi would be happy to set up a presentation for your school district and discuss the financial resources available to you and your staff.

Shobi was born in India but currently lives near Madison. In his free time, he enjoys working out, watching movies, and learning more about investments and the current state of the market. He also loves to collect exotic coins since his father travelled a lot when he was growing up.

Email Shobi Samuel

Dave StelmaszewskiDave Stelmaszewski

Dave has over 10 years of experience providing insurance and retirement products to Wisconsin individuals. He has taught continuing education classes to insurance professionals and is passionate about assisting districts as well as school employees with financial education, answers to their questions, and products to build their financial security in retirement.

Member Benefits has a wide variety of resources designed to educate and inform members as to how to make good financial decisions in order to obtain a secure future and retirement. Dave would love to set up a presentation for your school district and discuss the financial resources available to you and your staff.

Dave lives near Madison with his wife Ember and their two dogs. They enjoy checking out music concerts, outdoor festivals, and spending time playing with their four grandchildren around the southwestern Wisconsin area.

Email Dave Stelmaszewski