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Financial Planning Basics

6:00 PM-7:00 PM
Tuesday, September 13, 2022
3500 University Avenue, Madison, WI 53705

Learn the basics of financial planning and start building a plan tailored just for your specific needs.

While no two financial plans are exactly alike, tailoring a plan to fit your specific needs and circumstances can leave you better prepared for what lies ahead. Building your own financial plan doesn’t have to be complicated. Understanding the basics can help set you on the path toward a more secure financial future.

Join us for this free informational session to learn:

  • How to construct a budget
  • The importance of an emergency fund
  • Credit fundamentals
  • Risk tolerance, the difference between pre-tax, after-tax and tax-deferred investments
  • Basic estate planning concepts
3500 University Avenue


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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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 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.