Blunt, unbiased financial advice
Robert F. Moeller is a Certified Financial Planner
who is employed by WEAC to serve members’ financial planning needs.
This service is at no cost to you. Bob has no products to sell. He makes
no commissions on the advice he shares.
Listed on this page you will find the dates and locations where Bob
will be providing financial planning seminars throughout the 2005-2006
school year. These presentations are designed to help you manage your
financial life and achieve financial independence by:
- 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
- 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
- Knowing the best insurances to buy.
Member Benefits information may be found on OnWEAC. Go to www.weac.org,
then click on Inside WEAC, Member Benefits, Member Benefit Handbook.
Individual member appointments are also 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 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.
If you have questions or you prefer to contact Bob in writing, mail
your inquiries to Bob Moeller at WEAC, P.O. Box 8003, Madison, WI 53708-8003,
or by e-mail at: firstname.lastname@example.org.
Whether you are beginning a new career in education, have several years
of service under the Wisconsin Retirement System, or are nearing retirement,
don’t let this year go by without taking advantage of these valuable
financial planning services available to you as a WEAC member.
Bob’s column appears every month on this page and also on OnWEAC.
His first article of the year (in the October issue) will be aimed at
younger members and will cover the steps guaranteed to make them wealthy
before they retire.
September 13, 2005