Events and Event Descriptions

Below is information on the offerings during America Saves Week including confidential express credit-check-ups, individual counseling sessions, and live webinars (scroll down to see the webinar topics and descriptions).

Express Credit Check-ups

UW Credit Union

Better understand your finances with an Express Credit Check-up! pdf

During this confidential, no-cost 30-minute appointment, you will meet virtually with a UW Credit Union financial specialist to review your credit report and discuss your financial goals. An Express Credit Check-up is tailored specifically to your needs, from understanding your credit score to exploring opportunities to save money.

The financial experts can help you:

• Learn how to improve or maintain your credit score
• Find ways to save money
• Build confidence in your finances

To verify your identity, have your ID readily available (such as your driver’s license or government issued photo ID). Also, decide if you want the financial expert to retrieve your credit score. Note: If you have a freeze on your credit, you will need to unfreeze it through Experian prior to your appointment so your credit can be retrieved.

Individual Counseling Sessions

Fidelity Counseling Sessions (403(b) Program)

One-on-one counseling sessions are confidential, free, and available to employees eligible for the UW 403(b) Supplemental Retirement Program (SRP). Counseling sessions are available to all employees and do not require you to open an account. Sessions are generally 30-45 minutes, depending on location.

TIAA Counseling Sessions (403(b) Program)

One-on-one counseling sessions are confidential, free, and available to employees eligible for the UW 403(b) Supplemental Retirement Program (SRP). Counseling sessions are available to all employees and do not require you open an account. Sessions are generally 45-60 minutes, depending on location.

Empower Counseling Sessions (WDC 457 Program)

Schedule a meeting with a Wisconsin Deferred Compensation (WDC) 457 Program Retirement Plan Advisor to discuss topics like your asset allocation, savings rate, planned retirement age, retirement income needs, and how they all work together to create your retirement readiness.

acentra health legal & financial consultations

Call the Employee Assistance Program (EAP) to initiate a legal or financial consultation with an attorney or financial expert. 30-minute one-on-one consultations are confidential, free, and available to all employees and household family members.

Webinars (this section will be updated early-March 2026)

Webinars are available systemwide. Click on the title of the event to jump to the description below.

• • Charting Your Course: A Woman’s Financial Guide
  • Financial Crimes Awareness & Prevention
  • First Time Home Buyers
  • Invest Confidently for Your Future
  • Invest in Your Future: UW 403(b) Program Introduction
  • Investing Essentials: 5 Principles to Invest with Confidence
  • Managing Unexpected Events & Expenses
  • Managing a Budget for the First Time
  • Managing Money: Budget, Emergency Savings, and Debt
  • Managing Your Money in Tough Times
  • Managing Your Money through Multiple Savings
  • Navigating the Sandwich Generation
  • Pay it Down: Save by Creating a Debt Repayment Plan
  • Retirement: Building a Comfortable Lifestyle for Tomorrow
  • Saving for Higher Education with an Edvest 529 Plan
  • Strategize Your Savings
  • Take Control of Your Financial Life: 5 Steps to Managing Money
  • Teaching Teens About Money
  • WDC: Your Journey to Retirement
  • WRS: How to Use ETF’s Online Retirement Calculator
  • WRS: Preparing for Your Retirement