Free Financial Seminars - Summer 2009

HELP! I need help setting up my retirement savings. Where can I turn for help with investment options? I’d like to retire, but I need help deciding if I can.

During these times of economic change, many Wisconsin public school employees are looking for help to safeguard their financial situation.

Whether you are just getting started, wondering what you should or shouldn’t do with your current retirement savings, or looking to find out if and when you can retire, help is here!

We will be hosting free Financial Tune-Up Seminars offered by WEA Trust Member Benefits. These seminars will help you find the answers you need today and restore your hope for tomorrow.

Pick a seminar that fits your situation, then go to www.weabenefits.com and register online to reserve your spot. You may also sign up for a personal phone consultation with a Member Benefits consultant to discuss your specific situation. Evening and weekend appointments available upon request.

Presentations include:

Turbulent Markets and Law Changes: Investment Lessons You Can’t Afford to Miss
July 13, 10:00 a.m. - 11:00 a.m., GBEA office
The last 18 months have left many investors questioning their investment portfolio and wondering what to do next.  Coupled with the market turbulence, public schools now face new IRS regulations governing their 403(b) plans. 

In this seminar we will discuss time-tested investment lessons to guide you through market volatility.  We will also discuss the impact the 403(b) regulations have on you and your ability to move money from one investment provider to another.

This seminar is for you if:
• You or your spouse already have an IRA, 403(b) TSA, 401(K), or other retirement savings plan.
• You are concerned about the impact of the stock market’s decline on your accounts.
• You want to learn some time-tested lessons on what to do (and what not to do) in turbulent markets.
• You wonder how the new 403(b) regulations impact you.
• You or your spouse have assets with another company and wish to move them.

Retirement Planning 101
July 13, 2:00 - 3:00 p.m., GBEA office
For those who are considering retirement, this seminar will provide members with a general understanding of the three main sources of retirement income—Wisconsin Retirement System, Social Security, and personal savings. It will also help you understand the most common roadblocks that prevent a secure retirement. Finally, it will help you understand the different retirement planning solutions available.

This seminar is appropriate for those within 10 years of retirement and will provide you with:
• An overview of the sources of retirement income available to public school employees, including Wisconsin Retirement System, Social Security, and personal savings.
• An understanding of common roadblocks to successful retirement planning.
• A pre-retirement checklist of important things to consider.
• Tools and solutions to help you achieve your retirement goals.

Finances 101: Seven Mistakes New Members Make With Their Money
July 15, 2:00 - 3:00 p.m., GBEA office
Making wise financial choices early in your career can have a significant impact on your future financial security and give you peace of mind.
• Find out how to avoid the seven most common financial mistakes made by new members.
• Learn how to set and achieve your financial goals.
• Learn how to adopt a savings strategy that is right for you
• Find out the advantages of different savings options.
• Discover resources available to help you make sound financial decisions.
This presentation will provide the information you need to start your career on the right financial foot. Don’t miss it!

This is for informational purposes only and not intended to be legal or tax advice.
Consult your tax-advisor or attorney before taking any action.
Investment advisory services offered through WEA Financial Advisors, Inc.
TSA program securities offered through WEA Investment Services, Inc., member FINRA.