Financial Consultations with N’Kenza Whitlow

Thank you for participating in a financial consultation.

I am excited to work with you on your financial journey. During the consultation I will refer to various handouts. You can access those digital copies and links below.

Questions after your consultation?

1-414-259-1990 Ext. 1133

Email me

View my Calendly

403(b) and IRA Enrollment

403(b) Enrollment Booklet

Quarterly Performance Report

Investment Spectrum

Enrollment Links:

>> MPS 403(b) SRA

>> Online 403(b)/IRA Enrollment

>> Download 403(b) Enrollment Packet

>> How to Fund an IRA

>> yourMONEY login

>> Investment Strategies

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Why Save?

Do you have the right pieces?

Retirement Account Comparison

Financial Calculators

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Fees Matter

Unlock your savings potential: why fees matter

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Protect the stuff (and the ones) that matter

Insurance Advantages for You

Are You Properly Insured?

Insurance Links:

>> Schedule an insurance consultation

>> Life Insurance

>> Long-Term Care Insurance

>> Forms and brochures

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Wisconsin Retirement System (WRS) Resources

WRS eBook

Sample WRS Statement

WRS Links:

>> WRS Website

>> WRS Retirement Benefits Calculator

>> Retirement Estimate and Application

>> my Social Security

>> Age Reduction Chart

>> Additional Resources

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Additional Resources

About WEA Member Benefits

7 Habits to Develop

7 Things to Consider

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Member Benefit Consultants can provide assistance with your retirement savings accounts but do not offer investment advice. Registered Representatives of and securities offered through WEA Investment Services, Inc., member FINRA. Some financial planning consultations may be free to attend; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEA Member Benefits IRA program, fees will apply. Consider all expenses before investing. For additional program disclosures visit weabenefits.com/disclosures.

Created by educators

WEA Member Benefits

Over 50 years ago, we were created by Wisconsin educators for Wisconsin educators. No other financial organization can say this. Explore our unique programs and services.

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Retirement

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Insurance

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"https://www.weabenefits.com/wp-content/uploads/2019/07/deberg_monotone.jpg" } } ===========array(8) { [0]=> array(10) { ["media_query"]=> int(0) ["url"]=> string(82) "https://www.weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-150x182.jpg" ["width"]=> int(150) ["next_break"]=> int(150) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> int(0) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [1]=> array(10) { ["media_query"]=> int(150) ["url"]=> string(82) "https://www.weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-300x365.jpg" ["width"]=> int(300) ["next_break"]=> int(300) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(150) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(1692) ["percent_width"]=> int(1) } [2]=> array(10) { ["media_query"]=> int(300) ["url"]=> string(82) "https://www.weabenefits.com/wp-content/uploads/2019/07/deberg_monotone-480x584.jpg" 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Financial Planning