Financial planning opportunities available April 24 and April 26

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Financial planning opportunities available April 24 and April 26

UW-Whitewater is providing several staff-centered events during National Money Smart Week, focused on financial education and empowerment.

Financial Fraud: Awareness and Prevention
University Center, room 264, 3-4 p.m.
Jessica Wagner, Loss Prevention Specialist from UW Credit Union, will present on how to increase your awareness and decrease your risk of harm due to identity theft, fraud, phishing, and other types of scams.
No registration needed:

Select, Sign-up, and Save with your 403(b)
University Center, room 259A, 11 a.m.-noon
No registration needed
Attend an informational group session to find out about different optional retirement plans available to you as an employee of UW-Whitewater. Bob Intoccia from Fidelity will be discussing financial goals, retirement steps, and enrolling in the TSA and asset allocation.

Free Confidential Financial Consultations
University Center, various rooms, 8 a.m.-4:30 p.m.
Registration required:
Fidelity 403(b) plan:
Wisconsin Deferred Compensation 457 plan:
Whether you’re just beginning employment or nearing your retirement date, a regular review of your plan is essential to giving you the freedom to retire on your own terms. Schedule a confidential, free, no-sales-pitch financial review with one of UW-Whitewater’s optional retirement plan providers.

Express Credit Checkups
UW Credit Union:
Have you wondered what is on your credit report? Having a clear knowledge of your report and score has great implications – from getting the best rate on a loan to paying less for insurance. Spend 30 minutes in a private, confidential appointment with a UWCU expert to review your credit score and discuss your credit report. UW Credit Union membership is not required to take advantage of this benefit. Limited slots available!


Human Resources & Diversity

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