Investment Services at UW Credit Union

Financial Management

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future. We’ll discuss how to develop a sound financial strategy, including how to:

  • Estimate the amount of insurance protection you may need
  • Determine three critical components of a sound investment plan
  • Calculate how much money you may need to retire
  • Develop estate conservation strategies
3500 University Avenue

Our financial education seminars are free and open to the general public.

Request this Seminar