WEA Phone consultations on your terms
45-minutes | Full Consultations | scheduled at your convenience
Evening and weekend options available.
Our team of Member Benefits Consultants are available to talk with you about any of the following topics:
- Why open a 403(b) or IRA savings account?
- How to enroll in a 403(b) or IRA savings account
- Retirement Savings strategies: Pre-tax vs. Roth, 403(b) vs. IRA.
- Review existing WEA Member Benefits account(s)
- Wisconsin Retirement System (WRS) Basics
- Tips for purchasing home & auto insurance
>> Click here to schedule a Phone Consultation
Schedule a Visit:
WDC Retirement Plan Advisors (RPA) are working under a hybrid model. WDC participants can schedule an individual appointment at any time by clicking here or going to the WDC website at wdc457.org and clicking the Schedule a Meeting owl.
If you would like to schedule an in person visit at your location, reply to this email, or contact the WDC’s office in Madison at [email protected].