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Investment Basics

6:00 PM-7:00 PM
Tuesday, September 27, 2022
3500 University Avenue, Madison, WI 53705

A solid understanding of the role investments play in your finances can help you make the most of your money and build a well-rounded financial plan. A solid investing strategy can help you achieve your financial goals, whether they’re near- or long-term. But where to start? Join us for this informational session where you’ll learn the basics of investing and set up a solid foundation you can build on, including such topics as :

  • The effects of inflation and compounding
  • Identifying financial goals and time horizons
  • How to measure your risk tolerance
  • The relationship between risk and return
  • The difference between cash equivalents bonds stocks and mutual funds
  • Asset allocation
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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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 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.