Financial Seminars

Free Financial Seminars – Summer 2010 – presented by WEA Trust Member Benefits Take time this summer to get financially fit. Here are two presentations that will help improve your financial condition and sense of well-being. Get physical with your 403(b) retirement savings If you currently have money with another 403(b) provider, plan to attend $mart Move: A Workshop. Learn how taking advantage of a low-cost 403(b) savings program may help you reach your retirement goals sooner. By attending $mart Move, you will: • Learn the impact that fees have on your 403(b) account balance. • Find out what you need to know to make sound decisions about moving your money. • Learn the value of the WEA TSA Trust 403(b) plan to your financial security. • Get step-by-step instructions on completing all required forms. Pump up your knowledge about your state pension plan Wisconsin Retirement System (WRS), the state pension plan, will be a source of retirement income for most Wisconsin public school employees like you. How much do you know about this important benefit? Whether you just started your career or are nearing the end of it, plan to attend Understanding Wisconsin Retirement System. WEA Trust Member Benefits is offering this free presentation to help you learn to: • Read and interpret your pension statement. • Calculate your WRS pension benefit. • Choose an appropriate annuity option. • Purchase forfeited service. • Determine whether you will have a retirement income gap. For seminar descriptions and online registration go to www.weabenefits.com/shapeup.