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[FULL] Cultivating Wealth for Seniors

Feb 22, 2023
Cultivating Wealth for Seniors Web Graphic uw credit union and Madison Public Library

As of Monday, March 13, this workshop series is at capacity. Thank you for your interest! You can stay up to date with all thing Live Well @ Your Library by visiting the website or signing up for our newsletter. 

Make the most of your money and reach your financial and aging goals! Adults 50+ and their families can earn $300 towards their financial goals by attending three senior financial wellness events led by local experts. Sign-up here for the three-part series. Attendance at all three workshops is required to receive $300 towards your savings goal.

Understanding Power of Attorney (with notaries on site!)

March 15, 1-2:30PM | Lakeview Library

This week's session is: Power of Attorney: What is it and should you have one?

During this session, UW Credit Union professionals will provide an overview of what a Power of Attorney is, what it does (and does not do), and how to fill one out. There will be plenty of time for questions and Power of Attorney Forms will be on-hand for individuals that want to complete them during the workshop. Our professionals are also authorized notaries and will be able to notarize completed Power of Attorneys during the workshop.

*Please note: individuals will need to have a valid ID (Drivers License, State ID, Passport, Military ID, or Matricula) to have forms notarized.

Pay It Down: How to Create and Stick to a Debt Management Plan

March 22, 1-2:30PM | Lakeview Library

Looking to pay down debt, but not sure where to start? Finding it challenging to stick to your current debt repayment plan? Join the experts from UW Credit Union for this educational session that will show you how to:

  • Take control of your debt
  • Create a realistic debt repayment plan
  • Stick to your debt repayment plan
  • And more!

Retirement Basics

March 29, 1-2:30PM | Lakeview Library

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

The information contained on this website is for informational purposes only. It is not intended as a solicitation and does not constitute investment advice. 

Questions? Contact Librarian Kristina at community@madisonpubliclibrary.org.

Presented by UW Credit Union in partnership with Madison Public Library with funding from the Madison Public Library Foundation. This program is part of the Live Well @ Your Library initiative. 

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 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:  

Retirement Basics presented by Wealth Management at UW Credit Union