Beyond Money: The Rest of Retirement

12:00 PM-1:30 PM
Tuesday, October 20, 2020


Retirement is an exciting new chapter in life, but it’s also a time to make important decisions and preparations regarding Social Security, health care and aging. Join us for a free seminar to get help navigating these crucial aspects of your retirement.

Learn valuable information about how to make the most of your retirement years. Topics include:

  • Exploring Social Security and when to file
  • Understanding Medicare choices and coverage
  • Managing health conditions and long-term care costs
  • Getting legal documents in order for estate planning

Presenter Ryan Bostwick will lead this informative webinar. 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.

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.

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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 registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.