Events Calendar

Cancelled – Budgeting and Savings Basics

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Cancelled - Budgeting and Saving Basics Having a budget is a key component of any financial plan. You can’t have a plan without a clear understanding of what money is coming in, what is going out, and where it is going. Developing a budget can empower you to take control of your finances. We discuss: […]

Event Series Get on Track to Financial Security

Get on Track to Financial Security

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Get on Track to Financial Security This seminar is designed to provide employees of all ages the basics of investing to and through retirement Whether you’re just starting out, mid-career, or looking forward to post employment activities. This session will provide information about how to achieve your long-term financial goals. You will also learn: The […]

Event Series Retirement Planning

Retirement Planning

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Retirement Planning If you are within 10 years of retirement, this free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.  We will discuss: The sources of retirement income available to public school employees including Wisconsin Retirement System, Social Security, […]

Event Series Investment Basics

Investment Basics

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

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. If this describes you, this is your chance. Whether you are just starting out or have been investing and want […]

Event Series Preparing for Retirement

Preparing for Retirement

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Preparing for Retirement   This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers: The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), […]

Event Series Women and Retirement

Women and Retirement

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Women and Retirement  Women are at a much higher risk of facing financial uncertainty in retirement and retiring with considerably less savings than men.  This presentation will help you to understand the common financial hurdles women face and tips and resources to help you prepare to meet those challenges head on, including: Retirement Considerations Obstacles […]

Cancelled – Don’t Panic Over Market Volatility

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Don’t Panic Over Market Volatility Equipping yourself with an understanding of market volatility is vital. It is important to remember that volatility is a normal aspect of investing. Don’t let your emotions get in the way of your investment strategy. You will learn: Important terms/definitions to remember when exploring the market. The different common investment […]

Event Series Retirement Planning

Retirement Planning

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Retirement Planning If you are within 10 years of retirement, this free seminar can help you understand the different retirement planning solutions available and the implications of the decisions you will make as you approach retirement.  We will discuss: The sources of retirement income available to public school employees including Wisconsin Retirement System, Social Security, […]

Event Series Preparing for Retirement

Preparing for Retirement

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Preparing for Retirement   This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers: The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), […]

Get on Track to Financial Security

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Get on Track to Financial Security This seminar is designed to provide employees of all ages the basics of investing to and through retirement Whether you’re just starting out, mid-career, or looking forward to post employment activities. This session will provide information about how to achieve your long-term financial goals. You will also learn: The […]

Shield Your Assets from Liability Claims: The Importance of Insurance Coverage

Shield Your Assets from Liability Claims: The Importance of Insurance Coverage You’ve worked hard to build your retirement nest egg – make sure it’s properly protected! Join us for a discussion about insurance coverage and how it protects your assets and your future earnings. Topics will include: You’ve paid a lot for your insurance over […]

Event Series Preparing for Retirement

Preparing for Retirement

MTEA Building 5130 W. Vliet St., Milwaukee, WI, United States

Preparing for Retirement   This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers: The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), […]