Seminars
We offer award-winning financial education opportunities for our members and the community by offering free seminars. Last year, we reached more than 13,442 people.
Current Seminars
Topic
Date
Time
Location
Financial Management
Date: Tuesday, July 23, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
Investment Fundamentals
Date: Tuesday, July 30, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
Investment Fundamentals
Date: Tuesday, August 6, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
Beyond Money: Three Key Retirement Decisions
Date: Tuesday, August 13, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
First-Time Home Buyer
Date: Tuesday, August 13, 2019
Time: 6:30 PM - 8:00 PM
Location: Madison, WI 53705
Preparing For Retirement
Date: Wednesday, August 14, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
A Field Guide to Social Security
Date: Tuesday, August 20, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
First-Time Homebuyer Seminar
Date: Tuesday, August 20, 2019
Time: 6:30 PM - 8:00 PM
Location: New Berlin, WI 53151
Preparing For Retirement
Date: Tuesday, August 27, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
Retirement Income
Date: Tuesday, September 10, 2019
Time: 6:00 PM - 7:30 PM
Location: New Berlin
First-Time Home Buyer
Date: Tuesday, September 10, 2019
Time: 6:30 PM - 8:00 PM
Location: Madison, WI 53705
First-Time Home Buyer
Date: Tuesday, September 17, 2019
Time: 6:30 PM - 8:00 PM
Location: New Berlin, WI 53151
Retirement Income
Date: Wednesday, September 18, 2019
Time: 6:00 PM - 7:30 PM
Location: Madison
First-Time Home Buyer
Date: Tuesday, October 8, 2019
Time: 6:30 PM - 8:00 PM
Location: Madison, WI 53705
First-Time Home Buyer
Date: Tuesday, October 15, 2019
Time: 6:30 PM - 8:00 PM
Location: New Berlin, WI 53151
First-Time Home Buyer
Date: Tuesday, November 12, 2019
Time: 6:30 PM - 8:00 PM
Location: Madison, WI 53705
First-Time Home Buyer
Date: Tuesday, November 19, 2019
Time: 6:30 PM - 8:00 PM
Location: New Berlin, WI 53151
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.
