SERVICES
WRC will be there to help you make educated financial decisions throughout your teaching career.

Phase I Educator
(Beginning Teacher)
Objectives:
Develop Habit of Saving
Help Protect Financial Future
Implement Tax Strategies*


Phase III Educator
(Veteran Teacher)
Objectives:
Maximize Pension Benefit
Minimize Retirement Tax Burden*
Implement Retirement Strategies
Phase II Educator
(Experienced Teacher)
Objectives:
College Funding for Children
Understanding Retirement Options


Phase IV Educator
(Independence)
Objectives:
Enjoy Retirement
Measure and Monitor Tax Strategies*
Maximize Retirement Options
*AGSI does not offer tax or legal advice.
Securities and Investment Advisory Services are offered through American General Securities Incorporated (AGSI) Member FINRA and SIPC.
2727 Allen Parkway, Suite 290, Houston, TX 77019, 800-247-4669. Member of American International Group, Inc. (AIG) - Jerry L. Johnson,
Jeremy D. Pinnow, Tom R. Krause, Mike Campbell and Sam Greco III are Registered Representatives. Kyle Olson is a Registered Representative and
Investment Advisor Representative - Wisconsin Retirement Council is a separate entity from any member of AIG.
Wisconsin Retirement Council is not a state agency.

Copyright ® 2005 Wisconsin Retirement Council - All Rights Reserved
Securities offered through American General Securities Incorporated, Member FINRA/SIPC. This communication is strictly inteded for individuals residing in the states of Alaska, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Mississippi, Missouri, New York, North Caronlina, North Dakota, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin. No offers may be made or accepted from any resident outside the specifc state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.