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

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.