Preparing for Retirement

12:00 PM-1:00 PM
Thursday, March 18, 2021


Many Americans underestimate how much money they will need to save by the time they retire. Perhaps that's because only 38% of workers have tried to calculate their retirement income needs. Those who performed the calculation were three times more likely to be very confident about being able to live comfortably in retirement compared with those who had not done the calculation.*

Our free seminar will help you:

  • Calculate the cost of retirement
  • Develop a plan to pursue your goals
  • Consider investment strategies
  • Analyze ways to potentially protect your retirement portfolio

Reservations

Learn more about this seminar by calling Wealth Management at 608-400-8500 or 414-359-5700.

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

*Source: Employee Benefit Research Institute, 2018

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.

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

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 Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management 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 Wealth Management at UW Credit Union.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

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.

UW Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.