This week, Deanne Phillips and Marilou Davido discuss why "tax-free" doesn't always mean consequence-free and what widowed clients often value most from a financial advisor. In Women at the Helm, Ann Lemus shares her bodybuilding journey and passion for coaching...
Understand Your WRS Pension Potential | 9/22/26
In this webinar, Eric Strom of Annex Wealth and Steve Scaffidi of WTMJ discuss the Wisconsin Retirement System (WRS). The presentation covers the mechanics of the pension, including the automatic 7.2% employee and employer contributions, the distinction between the formula and money purchase calculations, and the importance of vesting. The hosts explain the differences between the ‘core’ and ‘variable’ investment pots, noting that the variable option provides higher risk and reward potential. The session also walks through a sample WRS statement and demonstrates how to use the WRS calculator to estimate future benefits. Additionally, the experts address participant questions regarding beneficiary payouts, retirement ages, and the impact of moving between different WRS employers.