University of Wisconsin–Milwaukee

Benefits For Retirees

Retirement Road SignRetirement Presentations

Decision Points to Plan Your WRS Retirement
Presented by Sari King, Constituent Relations

Video Presentation

etf logoEmployee Trust Funds (ETF) Retirement Webinars & Presentations

ETF is offering a series of live, interactive webinars designed to increase your understanding of Wisconsin Retirement System (WRS) benefits.

For more information please visit ETF Webinars.

ETF Event Registration via Google Calendar.


ETF will be providing a free presentation for Wisconsin Retirement System (WRS) members, especially for those considering or planning retirement in the near future.

For more information or to request special accommodations, contact Barbara Willkomm at willkomm@uwm.edu or 414-229-5353.

Date: November 13, 2014 - Statewide MidCareer
Time: 6:30 - 7:30 pm
Location: Ballroom West

Date: Thursday, November 13,2014  Small Group Appointment Retirement Sessions
Time: 2:00-4:30 p.m.
Location: Student Union Room 344

Registration link via Google Calendar

Other Webinars and events:

Webinar with Retiree Advocate, Bob Schultz:
Date:
Monday, November 3, 2014
Time:
11:30 am - 12.30 pm

Learn more about this webinar

Register for a webinar


Additional ETF Resources:

Department of Employee Trust Funds (ETF)

    - Pre-Retirement Planning Programs

    - Public Presentations (By Region)
    - ETF Calculators
    - ETF Publications

RowePrice logo

Webinar: Another way to save: Roth contributions

Date: Monday, November 3, Time: 10 am and 2 pm/ Thursday, November 6, Time: 9:30 am and 11.30 am

Register for Roth contributions webinar

Recorded Webinars:

Investing Insights for Women

When preparing for retirement women have a lot to consider. During this 40 min recording, a panel of all-female retirement professionals discuss the realities that women face when saving and planning for retirement and what actions can be taken to help build a more secure financial future.

Available beginning the week of October 27. View this presentation

Retirement Investing from Beginning to End

This 20-minute program is a comprehensive presentation that explains asset classes, reviews the concepts of risk and return, and helps you make the most of your investment choices. The plan's investment options will be discussed and profiled using market capitalization, investment style, and geographic characteristics. View this presentation

Fidelity logoFidelity One on One Counseling Sessions:

Date: Wednesday, October 15/ Monday, December 8 - 2014
Time: 8:00 am - 4:00 pm
Location: Student Union 346

To schedule an on-site confidential consultation, click here, or call 1-800-642-7131, Monday through Friday, 7:00 am - 11:00 pm. Access TTY service for the hearing impaired call 1-800-259-9743.




tiaa cref logoTIAA-CREF One on One Counseling Sessions


Date: December 12, 2014
Time: 8:30 am - 4:30 pm
Location: UWM Student Union 342 & 347

 

TIAA CREF will be on campus offering individual counseling sessions to review your existing portfolio and individual situation.

SIGN UP TODAY: To schedule a one on one session please contact  TIAA-CREF directly at(800-732-8353) Alyssa Jacobsen or Joseph  Bonjorino

For more information or to request special accommodations, contactBarbara Willkommatwillkomm@uwm.eduor414-229-5353.




More Retirement Resources: