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Retirement Basics

6:00 PM-7:00 PM
Tuesday, October 11, 2022
3500 University Avenue, Madison, WI 53705

Learn the basics to help you determine your needs and establish a road map to help set yourself up for a comfortable, enjoyable retirement.

Retirement is a reward for a lifetime of hard work, but how well you prepare for it ahead of time can have a major impact on how well you’re able to enjoy it. How will you plan for your retirement?

Join us for an educational workshop where we’ll focus on strategies designed to help you:

  • Put together a retirement roadmap
  • Understand the factors that influence when you retire, and how long your retirement could last
  • Exploring “Medigap” and medical supplement insurance
  • How to estimate your retirement expenses and income, while factoring in inflation and taxes
  • How to leverage tax-advantaged savings vehicles such as 401(k)s and IRAs
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.

More Seminars

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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.