Jeff Begovatz, a Financial Consultant with TIAA, is available to meet with you virtually on Thursday or Friday, December 3 or 4 from 9 AM – 4:00 PM to provide a One-on-One Advice Session.  Register for a session by clicking here or calling 800/732-8353.

Our M3 Financial partners, Keith Berry (Retirement Plan Consultant) and Charlie Munkwitz (Relationship Manager) are also available to meet with you by phone to answer questions about retirement planning.  Keith can be reached at 262/524-4172, and Charlie, at 262/524-6020.

Consider signing up for a virtual visit with Jeff or reaching out to one of our M3 Financial partners – they’re able to answer these questions and more:

  • Am I invested in the right mix of investments to meet my goals?
  • Am I saving enough to create the retirement income I need?
  • How do I take income from my retirement savings once I stop working?

If you have questions relating to the above, please contact Kathy Buechel in Human Resources at 608/663-2864 or