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 at willkomm@uwm.edu or 414-229-5353.
Date: October 14, 2014 - Statewide Retirement
Time: 6:30 - 8:30 pm
Location: Ballroom West

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

Other Webinars and events:

ETF and WDC Webinar on Fiduciary Duties Set
Date:
August, 22, 2014

Time: 10:00 am

To register and for more information on the roles and responsibilities of being a fiduciary, see Employer Bulletin Vol. 31, No. 11.


Additional ETF Resources:

Department of Employee Trust Funds (ETF)

    - Pre-Retirement Planning Programs

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

RowePrice logo

T. Rowe Price, one of the investment companies in your UW TSA 403(b) Program, offers the recorded webinar 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.


Fidelity logoFidelity One on One Counseling Sessions:

Date: Wednesday, July 30, 2014
Time: 8:00 am - 4:00 pm
Location: Student Union 340

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


Dates: Tuesday, August 5, 2014 / Wednesday, September 10, 2014
Time: 8:00 am - 4:30 pm
Location: UWM Student Union Room 346


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 Martin Garcia at TIAA-CREF directly at (866 843-5640)

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



More Retirement Resources: