Show me the money!
By Bob Moeller and Phil
Beavers
WEAC Member Benefits
September 2001
Financial
Planning Seminars
Achieving
Financial Independence
WEAC employs two Certified Financial Planners to serve members. This
service is at no cost to you. These financial planners have no products
to sell you. They make no commissions on the advice they share with you.
Bob Moeller and Phil Beavers will be providing 2½-hour financial
planning seminars throughout this school year. These presentations are
designed to help you manage your financial life and achieve financial
independence. They focus on:
- Determining where you are financially.
- Learning to control your financial life.
- Getting smart with debt.
- Estimating your retirement income needs.
- Estimating your Wisconsin Retirement System and Social Security benefits.
- Understanding your retirement options.
- Taking advantage of your tax-sheltered annuity privilege.
- Understanding mutual fund investing.
- Realizing the importance of estate planning (even if you’re young).
- Knowing the best insurances to buy.
Individual member appointments are available. It is recommended that
you attend a seminar first as you will benefit more from an individual
meeting after having the opportunity to consider all of this information
and relate it to your specific needs. To arrange an individual member
appointment, contact Diana Buchholz, in the Member Benefits office, at
1-800-362-8034 or 608-276-7711, extension 253.
You may mail inquiries to Bob Moeller or Phil Beavers at WEAC, P.O. Box
8003, Madison, WI 53708-8003, or by e-mail. .
Posted September 14, 2001