Frank, objective financial advice

By Bob Moeller
WEAC Member Benefits

September 2006

Financial Planning Seminars
Achieving Financial Independence

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 you. He makes no commissions on the advice he shares with you.

Listed on this page you will find the dates and locations where Bob will be providing financial planning seminars throughout the 2006-07 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 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 and which ones to avoid.

Member Benefits information may be found online at www.weac.org. (Go to Inside WEAC, Member Benefits, Financial Seminars.)

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: moellerb@weac.org.

Whether you are beginning a new career in education, have several years 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 tells it like it is!

Bob Moeller served WEAC members for more than 27 years as manager of WEAC business services. He is now devoting his time entirely to WEAC Member Benefits. His commitment is to improving the financial well-being of WEAC members and their families.

Improving your financial well-being

Bob’s columns appear monthly on this page. In addition, his columns – present and past – are available on OnWEAC. The Financial Services section of WEAC’s Web site also includes excerpts from Bob’s financial planning seminars. Topics include:

• Financial Independence Checklist.
• Pre-Retirement Planning Questionnaire.
• Monthly Retirement Benefits.
• Optional Forms of Annuity.
• Choosing an Annuity Option.
• Social Security Questions & Answers.
• Tax-Sheltered Annuities.
• 12 Basic Estate Planning Questions.
  

Posted September 15, 2006