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.