Financial Management

5:30 PM-6:30 PM
Tuesday, April 20, 2021


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

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.

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

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

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.