Preparing for Retirement - Popular Seminar
2026-05-20 17:00 - 18:30 (America/Chicago) | MTEA Building, 5130 W. Vliet St., Milwaukee, WI, 53208, United States
This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers:

The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social Security, and personal savings.
The various annuity options available from the Wisconsin Retirement System.
Retirement timeline (including eligibility dates and requirements for WRS withdrawals, health insurance, etc.
Personal savings withdrawal issues and tax implications.
Common roadblocks to successful retirement planning.
A pre-retirement checklist of important things to consider.
Tools and solutions to help employees reach their retirement goals.

Please join us on Wednesday, May 20 from 5-6:30pm at the MTEA Building. This session will be held on the main level. Registration is required, please click here.

Retirement Planning
2026-05-21 17:00 - 18:30
Retirement Planning
Wisconsin public school employees approaching retirement typically have questions about what they need to do to prepare. This information is appropriate for those within 10+ years of retirement and will provide:

An overview of the sources of retirement income available to public school employees, including the Wisconsin Retirement System, Social Security, and personal savings.
Information on how to determine your retirement income needs.
An understanding of common roadblocks to successful retirement planning.
A pre-retirement checklist of important things to consider.
Tools and solutions for achieving retirement goals.

Please join us on Thursday, May 21 from 5-6:30pm at the MTEA Building. This session will be held on the main level. Registration is required, please click here.

Wisconsin Retirement System (WRS): Your State Pension Plan
2026-06-02 17:00 - 18:30
WRS, the state pension plan, will be a source of retirement income for most Wisconsin public school employees. Understanding this benefit will help educators better plan for their future. Learn to:

Read/interpret your pension statement.
Calculate your WRS pension benefit.
Choose an appropriate annuity option.
Purchase forfeited service.
Determine whether you will have a retirement income gap.

Please join us on Tuesday, June 2 from 5-6:30pm at the MTEA Building. This session will be held on the main level. Registration is required, please click here.

Preparing for Retirement - Popular Seminar
2026-06-09 17:00 - 18:30
This comprehensive session is recommended for employees within 5-10 years of retirement and covers the different retirement planning solutions available and the implications of the decisions employees make as they approach retirement. The session covers:

The sources of retirement income available to public school employees including the Wisconsin Retirement System (WRS), Social Security, and personal savings.
The various annuity options available from the Wisconsin Retirement System.
Retirement timeline (including eligibility dates and requirements for WRS withdrawals, health insurance, etc.
Personal savings withdrawal issues and tax implications.
Common roadblocks to successful retirement planning.
A pre-retirement checklist of important things to consider.
Tools and solutions to help employees reach their retirement goals.

Please join us on Tuesday, June 9 from 5-6:30pm at the MTEA Building. This session will be held on the main level. Registration is required, please click here.
