UW Credit Union Investment Services UW Credit Union Investment Services

A young woman smiling as she's successfully put her financial plans in place with the help of Investment Services at UW Credit Union.

The more you know, the better you can plan for your future. Learn how to estimate retirement expenses, build a strong investment strategy and more at our expert-led seminars. Register today. Events are free and open to the general public.

Due to COVID-19 health concerns, we are changing our seminar format to online webinars. All previously scheduled in-person webinars and public events will remain suspended, but keep an eye on this page for details for our upcoming webinars.

Current Events

Topic
Date
Time
Location
Financial Management
Date: Thursday, February 11, 2021
Time: 5:30 PM - 6:30 PM
Location: Online
Investment Fundamentals
Date: Tuesday, February 16, 2021
Time: 5:30 PM - 6:30 PM
Location: Online
Retirement Income
Date: Tuesday, March 2, 2021
Time: 5:30 PM - 5:30 PM
Location: Online
Retirement Income
Date: Thursday, March 4, 2021
Time: 12:00 PM - 1:00 PM
Location: Online
Retirement Income
Date: Saturday, March 6, 2021
Time: 10:30 AM - 11:30 AM
Location: Online
Health Care In Retirement
Date: Thursday, March 11, 2021
Time: 5:30 PM - 6:30 PM
Location: Online
Preparing for Retirement
Date: Tuesday, March 16, 2021
Time: 5:30 PM - 6:30 PM
Location: Online
Preparing for Retirement
Date: Thursday, March 18, 2021
Time: 12:00 PM - 1:00 PM
Location: Online
Preparing for Retirement
Date: Saturday, March 20, 2021
Time: 10:30 AM - 11:30 AM
Location: Online

About Investment Services

Guided by a team of experienced financial professionals, Investment Services at UW Credit Union partners with LPL Financial to provide personalized retirement and wealth management services for a range of client goals and portfolio objectives.

LPL Financial is the nation’s largest independent broker-dealer**, supporting financial institutions and advisors with the tools and technology to deliver comprehensive investment services for clients across the country.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

Schedule a Free Consultation

Whether you’re a new or seasoned investor, or simply want a second opinion, our advisors are here for you with complimentary, no-obligation appointments.

Email Us

Or, call us directly at 800-533-6773, ext. 2468.

 

Request a Seminar

Investment Services hosts free in-person and virtual presentations by industry experts that cover a range of topics, including investment fundamentals, preparing for retirement, understanding Medicare and much more.

Not seeing the topic you're looking for?  Send us an email with the topic(s) of choice. 

Email Us

** As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

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:
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.