Seminars
We offer award-winning financial education opportunities for our members and the community by offering free seminars. Last year, we reached more than 10,900 people.
Current Seminars
Topic
Date
Time
Location
Financial Management
Date: Wednesday, January 16, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Investment Fundamentals
Date: Tuesday, January 22, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
Investment Fundamentals
Date: Wednesday, January 30, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Preparing for Retirement
Date: Tuesday, February 5, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Preparing for Retirement
Date: Tuesday, February 12, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
First-Time Home Buyer
Date: Tuesday, February 12, 2019
Time: 6:30 PM - 8:00 PM
Location: Madison
First-Time Home Buyer
Date: Tuesday, February 19, 2019
Time: 6:30 PM - 8:00 PM
Location: New Berlin
Retirement Income
Date: Wednesday, February 20, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Retirement Income
Date: Tuesday, February 26, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
Health Care in Retirement
Date: Tuesday, March 5, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Seminar Topics
We offer a variety of seminars and can customize content to meet the needs of any audience.
Budgeting & Managing Your Finances
- Take Control: Budgeting 101
- Build Your Own Budget Workshop
- Managing Your Finances in Today’s Economy
- Pay it Down: How to Create and Stick to a Debt Repayment Plan
Fraud Prevention
Tips for College Students & Recent Grads
Large Purchases
Investments & Retirement Planning*
- Financial Management
- Investment Fundamentals
- Preparing for Retirement
- Retirement Income
- Healthcare Costs: Options Before and After Retirement
- A Field Guide to Social Security
Understanding Banking & Credit
Interested in attending? Send us an email with the topic(s) of choice.
