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WEAC Member Benefits
Financial Planning Services
and Financial Planning Schedule

Bob Moeller, CFP,
WEAC's Member Benefits Specialist

WEAC employs a professional certified financial planner to conduct free financial planning seminars throughout the state. In addition, WEAC members may schedule no-cost individual financial planning appointments.

For an appointment, call (608) 276-7711 or 800-362-8034, extension 253

One of the advantages of having a CFP on staff is that the only commitment is to serve the interests of members. This is in contrast to other planners, whose advice often points clients in the direction of the investment products they sell.

 

Financial Planning Seminars
All seminars are 6:30 - 9:00 p.m. Pre-registration is required.

Date Location Call
  March 16, 2010   Brookfield   262-789-6000 or 800-354-7816
  March 18, 2010   Brookfield   262-789-6000 or 800-354-7816
  March 23, 2010   Madison   608-255-2400 or 800-397-2287
  March 25, 2010   Racine   262-632-6181
  March 30, 2010   West Bend   262-338-6128 or 800-924-1017
  April 7, 2010   Madison   608-257-0491
  April 8, 2010   Sheboygan   920-565-2913 or 800-834-7076
  April 13, 2010   Green Bay   920-496-2440 or 800-472-5582
  April 15, 2010   Appleton   920-731-1369
  April 20, 2010   Fond du Lac   920-923-2493 or 800-236-9887
  April 22, 2010   La Crosse   608-781-1234 or 800-753-0987
  April 27, 2010   Rice Lake   715-234-7049 or 800-472-6711
  April 28, 2010   Menomonie   715-235-6808 or 800-472-6801
  May 4, 2010   Rhinelander   715-369-2222 or 800-367-4901
  May 5, 2010   Mosinee   715-693-1740 or 800-472-0010