Retirement Income

6:00 PM-7:30 PM
Tuesday, September 10, 2019
4850 South Moorland Road, New Berlin

You've spent a lifetime accumulating money for your retirement. You've saved, invested and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have a lasting impact.

Join us for an educational workshop where we’ll focus on strategies designed to help you:

  • Invest for stability, income and growth potential
  • Understand retirement plan distribution rules
  • Protect your income and assets from the unexpected
  • Prepare for a more comfortable and rewarding retirement lifestyle
4850 South Moorland Road

Reservations

Learn more about this seminar by calling Investment Services at 800-533-6773, ext. 2468.

The majority of our seminars are open to the general public. Check the Current Seminars listing for times and availability.

If you would like to attend a seminar that is not currently scheduled, call 608-232-5000 or 800-533-6773 and ask to speak with a member of our community partnerships team.

More Seminars

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Investment Services at UW Credit Union.

Securities and insurance offered through LPL or its affiliates are:

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.

*Source: Employee Benefit Research Institute, 2018

Mutual funds will be discussed. Investing in mutual funds involves risk, including possible loss of principal.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, the ETF, or the variable annuity contract and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.