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, April 25: 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. 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. Sign up for Investment Basics...

>> Monday, May 6: Student Loans and the Federal Student Loan Forgiveness Program

For many educators, student loans are a major part of the financial picture long after graduation. In this session, we uncover things an educator needs to know about student loans, student debt, the federal student loan forgiveness program, and more. Sign up for Student Loans and the Federal Student Loan Forgiveness Program...

>> Tuesday, June 25: Understanding 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. Sign up for Understanding WRS...




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 April

>> Sign up for a consultation in May

Please check back in mid-June for summer consultation dates. If you need more immediate assistance with enrolling in a 403(b) or IRA, please call 800-279-4030, ext 8577.

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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