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 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.


WRS Nearing Retirement
Date:
  March 25, 2015
Time: 6:30 - 8:30 pm
Location: Student Union - Ballroom West


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: Thursday, January 22, 2015
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.




Wisconsin Deferred Compensation LogoWhether 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 your WDC representative.

A WDC representative, Joe Herron will be on Campus:

WDC Program Highlights
Date:  February 3, 2015
Time: 11:30 am - 12:30 pm
Location: UWM Student Union 347

Individual appointments also available from 9:00 am - 4:00 pm.

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: Wednesday, January 7, Tuesday, February 24, Tuesday, March 24, Tuesday, April 28, Tuesday, May 5, Thursday, June 25
Time: 8:30 am - 4:30 pm
Location: UWM Student Union 342 

 

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: