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.

Spring 2015 Webinar Schedule - Now Available.

For more information and to register, please visit ETF Webinars.


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, willkomm@uwm.edu or 414-229-5353.


More seminars to be announced soon!


Additional ETF Resources:

Department of Employee Trust Funds (ETF)

    - Pre-Retirement Planning Programs

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

RowePrice logoNew webinars and sessions, coming soon!

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.  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:

More sessions to be announced soon!

Please join David Eichler, Fidelity Planning & Guidance Consultant, for a confidential consultation to help you become better informed and more confident about your workplace savings plan benefits.

•Explore your plan benefits in more depth
•Consolidate retirement account into the University of Wisconsin 403b retirement plan
•Explore distribution options for pre-retiree’s
•Tap into Fidelity’s experience and expertise
•Make decisions that help you meet your goals


To schedule an on-site confidential consultation, visit www.fidelity.com/atwork/reservations or call 1-800-642-7131, Monday through Friday, 7:00am -11:00pm CT.  Access TTY service for the hearing impaired at 1-800-259-9743, Monday through Friday, 7:00am -11:00pm CT.

NOTE: If you would like to have a confidential consultation over the phone with a Fidelity Planning & Guidance Consultant, please call 1-800-328-6608, anytime Monday through Friday, 7:00am - 7:00pm CT. Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Before investing in any investment option, please carefully consider the investment objectives, risks, charges and expenses. For this and other information, call Fidelity at 1-800-343-0860 or visit www.fidelity.com for a free mutual fund prospectus. Read it carefully before you invest.
Wisconsin Deferred Compensation Logo As a supplement to other retirement benefits or savings that you may have, the Wisconsin Deferred Compensation program allows you to save and invest extra money for retirement dreams. Whether you are a Wisconsin Deferred Compensation (WDC) Program participant or are thinking about enrolling, we invite you to attend any group seminar or one-on-one meeting with a WDC representative.

A WDC representative, Joe Herron will be on Campus:

WDC Program Highlights
2015 Dates:  June 29, July 13, 20, 27, 28, September 22, 23, October 21, November 17, December 3
Time: 11:30 am - 12:30 pm; Group presentation
Location: UWM Student Union 340

Individual appointments also available from 8:00 am - 4:00 pm.

Sign up Today: To schedule an onsite confidential session please contact Joe Herron, Retirement Plan Counselor at 262-902-7817 or Joseph.Herron@gwrs.com. For more information or to request special accommodations, contact: Barbara Willkomm, willkomm@uwm.edu or 414-229-5353.




tiaa cref logoTIAA-CREF One on One Counseling Sessions


2015 Dates:
Thursday, June 25, Wednesday, July 1, Friday, September 25, Tuesday, October 20, Tuesday, November 24, Tuesday, December 8
Time: 9:00 am - 4:00 pm
Location: UWM Student Union 342

Wednesday, August 12
Time:
9:00 am - 4:00 pm
Location: UWM Student Union 183

 

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, contact: Barbara Willkomm, willkomm@uwm.edu or 414-229-5353.




More Retirement Resources: