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MTEA-R Spring Seminar

April 27 @ 1:00 pm - 3:15 pm

4/27 – MTEA-R Spring Seminar

Join us on Thursday, April 27 from 1-3:15pm at the Washington Park Senior Center, 4420 W. Vliet St.

The 2017 Spring MTEA Retirement Seminar for the most up to date information on important topics in the ever changing retirement planning and protection landscape.

Presentations:

  • Our Wisconsin Retirement System. Bob Conlin, Secretary, Wisconsin Department of Employee Trust Funds, will provide an overview of why the WRS is one of the best funded pension systems in the country and proposed legislation that may affect WRS and ETF.
  • Estate Planning. Attorney Ruth Irvings, The 2016 Wisconsin Law Journal Woman of the Year, will discuss the most up to date information on wills, trusts, and advanced planning for illness and incapacity.
  • Tax Deferred Annuities. Marty Richards, Registered representative of  WEA Investment Services will review 403(b) rules as they relate to possible changes to Social Security and Medicare.
  • MPS/MTEA Retiree Healthcare. Members of the MTEA-R Benefits Committee will  of our health plans and listen to concerns and answer questions.

Cost: Free to MTEA-R members or $20 for MTEA retirees who have not yet joined MTEA-R (Lifetime membership costs $75)

Sign up below!  Light refreshments will be provided.

Details

Date:
April 27
Time:
1:00 pm - 3:15 pm
Event Category:

Venue

Washington Park Senior Center
4420 W. Vliet St.
Milwaukee, WI 53208 United States
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