financial planning

Financial planning locations

Request an appointment for a service near you.

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Financial Planning Services at a location near you

If you have specific questions regarding your retirement and/or investment portfolio, or are looking for financial guidance, our Financial Planner may be able to assist. Our services are designed to address your changing needs at various points of your career. We understand the unique retirement benefits available to Wisconsin public school employees, help you identify and prioritize your financial goals, and determine whether you’re on track to meet those goals.

Request a financial planning appointment

For your convenience, our popular financial planning services include the following locations in addition to Madison:

Brookfield (13805 W Burleigh Road)

Eau Claire (2004 Highland Avenue)

Green Bay (1136 N Military Avenue)

Central Wisconsin (1001 Main Street, Stevens Point)

Brookfield

Consultations are available from 9 a.m.–5 p.m. at 13805 West Burleigh Road in Brookfield.

October 10, 2019
November 14, 2019
December 12, 2019
January 9, 2020
February 13, 2020
March 12, 2020
April 9, 2020
May 14, 2020
June 11, 2020

Eau Claire

Consultations are available from 12 p.m.–7 p.m. at 2004 Highland Avenue in Eau Claire.

October 15, 2019
November 19, 2019
December 17, 2019
January 14, 2020
February 18, 2020
March 17, 2020
April 14, 2020
May 19, 2020
June 16, 2020

Green Bay

Consultations are available from 9 a.m.–5 p.m. at the Bay Lakes United Educators building, 1136 N Military Avenue in Green Bay.

October 17, 2019
November 21, 2019
December 19, 2019
January 16, 2020
February 20, 2020
March 19, 2020
April 16, 2020
May 21, 2020
June 18, 2020

Central Wisconsin

Consultations are available from 9 a.m.–5 p.m. at the Portage County Library, 1001 Main Street, Stevens Point.

October 16, 2019
November 20, 2019
December 18, 2019
January 15, 2020
February 19, 2020
March 18, 2020
April 15, 2020
May 20, 2020
June 17, 2020

Madison

Appointments are available throughout the year in our Madison office at 660 John Nolen Drive. Advanced registration is required. Call 1-800-279-4030 or email weafa@weabenefits.com to schedule your appointment.