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...

Having a budget is a key component of any financial plan. You can’t have a plan without a clear understanding of what money is coming in, what is going out, and where it is going. Developing a budget can empower you to take control of your finances. We discuss: The benefits of a written budget...

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....

Long-term care (LTC) has been called “the greatest uninsured financial risk today.” That’s because most costs for extended care needed during recuperation from strokes, accidents, illnesses, and operations are not covered by health insurance or Medicare. Experts say 70% of those who reach age 65 will need some type of long-term care (LTC) during their lifetimes....

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...

This seminar is designed to teach employees of all ages the basics of investing and retirement planning. In this session we provide information about how to achieve long-term financial goals. You will also: Determine your retirement income needs. Learn what retirement income sources are available to you. Learn the importance of reducing product fees and tips...