Financial Management

6:00 PM-7:30 PM
Wednesday, April 22, 2020
3500 University Ave., Madison

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 Ave.


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.

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