Investment Services at UW Credit Union

A Field Guide to Social Security

Please Note: The August 20 A Field Guide to Social Security seminar in Madison is full and registration has closed. Thank you for your interest in this topic and look for it to be offered again in the future.

If you would like to meet one-on-one with an Investment Services financial consultant, contact our Investment Services team.

Social Security is an important source of retirement income, with approximately 42 million people receiving benefits. Join us for a free seminar to help you understand Social Security and prepare for this important aspect of your retirement.

Topics will include:

  • Understanding how benefits are determined
  • Deciding when to collect
  • How spousal benefits and survivor benefits work
  • Different strategies and scenarios for claiming
  • Basic tax considerations

Presenter Ryan Bostwick of Transamerica* will lead this informative seminar. With more than 17 years of financial services experience, Bostwick takes pride in providing expertise on Social Security, Medicare and financial planning to advisors and clients throughout Wisconsin.

3500 University Avenue

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

Request this Seminar